CIA
IBDZ

Capital Investment Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Capital Investment Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.9M Buy
2,491,719
+243,018
+11% +$6.4M 0.95% 31
2025
Q4 		$59.3M Buy
2,248,701
+252,770
+13% +$6.69M 0.9% 35
2025
Q3 		$52.8M Buy
1,995,931
+271,455
+16% +$7.11M 0.87% 35
2025
Q2 		$45.1M Buy
1,724,476
+1,182,590
+218% +$30.2M 0.81% 37
2025
Q1 		$14M Buy
541,886
+321,429
+146% +$8.21M 0.27% 85
2024
Q4 		$5.61M Buy
220,457
+192,141
+679% +$4.98M 0.11% 131
2024
Q3 		$756K Buy
+28,316
New +$741K 0.02% 340

Other funds holding IBDZ

SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors's IBDZ Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 11% in Q1 2026, buying an estimated $6.4M and bringing the position to 2,491,719 shares worth $64.9M. The position accounts for 0.95% of the portfolio, ranked #31.

Capital Investment Advisors first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Capital Investment Advisors held 2,491,719 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $64.9M as of Q1 2026.
  • Capital Investment Advisors bought 243,018 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $6.4M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.95% of Capital Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.