Commonwealth Equity Services
IBDZ

Commonwealth Equity Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Commonwealth Equity Services’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 		$8.57M Buy
328,810
+143,146
+77% +$3.77M 0.01% 979
2025
Q4 		$4.9M Buy
185,664
+20,246
+12% +$536K 0.01% 1339
2025
Q3 		$4.38M Buy
165,418
+20,267
+14% +$531K 0.01% 1445
2025
Q2 		$3.79M Buy
145,151
+48,382
+50% +$1.24M 0.01% 1517
2025
Q1 		$2.5M Buy
96,769
+47,072
+95% +$1.2M ﹤0.01% 1764
2024
Q4 		$1.26M Buy
49,697
+24,079
+94% +$624K ﹤0.01% 2226
2024
Q3 		$684K Buy
25,618
+12,545
+96% +$328K ﹤0.01% 2643
2024
Q2 		$331K Buy
+13,073
New +$331K ﹤0.01% 3216

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
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 $2.83B AUM 17.32% 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

Commonwealth Equity Services's IBDZ Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 77% in Q1 2026, buying an estimated $3.77M and bringing the position to 328,810 shares worth $8.57M. The position accounts for 0.01% of the portfolio, ranked #979.

Commonwealth Equity Services first reported a position in IBDZ in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Commonwealth Equity Services held 328,810 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $8.57M as of Q1 2026.
  • Commonwealth Equity Services bought 143,146 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $3.77M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #979 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.