CCWM
IBDZ

Cassaday & Co Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-3,836
Closed -$100K – 1443
2026
Q1 		$100K Buy
+3,836
New +$101K ﹤0.01% 467

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

Cassaday & Co Wealth Management's IBDZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026, closing a stake of 3,836 shares — an estimated $100K sold.

Cassaday & Co Wealth Management first reported a position in IBDZ in Q1 2026 and held it in 1 quarter. The position peaked at $100K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3,836 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $100K.
  • Cassaday & Co Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $100K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.