Envestnet Asset Management
IBDZ

Envestnet Asset Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Envestnet Asset 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 		$2.07M Sell
79,505
-5,179
-6% -$135K ﹤0.01% 3124
2026
Q1 		$2.21M Buy
84,684
+16,509
+24% +$435K ﹤0.01% 2946
2025
Q4 		$1.8M Sell
68,175
-41,736
-38% -$1.1M ﹤0.01% 2905
2025
Q3 		$2.91M Sell
109,911
-36,074
-25% -$945K ﹤0.01% 2626
2025
Q2 		$3.81M Buy
145,985
+47,090
+48% +$1.2M ﹤0.01% 2379
2025
Q1 		$2.55M Buy
98,895
+10,912
+12% +$279K ﹤0.01% 2565
2024
Q4 		$2.24M Buy
+87,983
New +$2.28M ﹤0.01% 2622

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

Envestnet Asset Management's IBDZ Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 6.1% in Q2 2026, selling an estimated $135K and leaving 79,505 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Envestnet Asset Management first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q2 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Envestnet Asset Management held 79,505 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.07M as of Q2 2026.
  • Envestnet Asset Management sold 5,179 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $135K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3124 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $3.81M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.