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 Q2	$10.1M	Buy	386,053 +57,243	+17%	+$1.49M	0.01%	936
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 $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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Commonwealth Equity Services's IBDZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 17% in Q2 2026, buying an estimated $1.49M and bringing the position to 386,053 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #936.

Commonwealth Equity Services first reported a position in IBDZ in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Commonwealth Equity Services held 386,053 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $10.1M as of Q2 2026.
Commonwealth Equity Services bought 57,243 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.49M.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #936 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.