CAPTRUST Financial Advisors
IBDZ

CAPTRUST Financial Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

CAPTRUST Financial 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
Q2 		$328K Sell
12,594
-562
-4% -$14.6K ﹤0.01% 2516
2026
Q1 		$343K Buy
13,156
+261
+2% +$6.88K ﹤0.01% 2299
2025
Q4 		$340K Hold
12,895
– – ﹤0.01% 2154
2025
Q3 		$341K Sell
12,895
-2,562
-17% -$67.1K ﹤0.01% 2091
2025
Q2 		$404K Buy
15,457
+490
+3% +$12.5K ﹤0.01% 1866
2025
Q1 		$386K Hold
14,967
– – ﹤0.01% 1798
2024
Q4 		$381K Buy
+14,967
New +$388K ﹤0.01% 1765

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

CAPTRUST Financial Advisors's IBDZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 4.3% in Q2 2026, selling an estimated $14.6K and leaving 12,594 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

CAPTRUST Financial Advisors first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q2 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,594 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $328K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 562 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $14.6K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2516 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $404K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.