CIA
IBDZ

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

Concurrent 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
Q2 		$203K Buy
+7,780
New +$203K ﹤0.01% 1941

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

Concurrent Investment Advisors's IBDZ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 7,780 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1941 among its holdings.

127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Concurrent Investment Advisors held 7,780 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $203K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1941 holding.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.