FNT
IBDZ

First National Trust’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

First National Trust’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 		$495K Buy
18,995
+9,067
+91% +$239K 0.02% 301
2025
Q4 		$262K Buy
+9,928
New +$263K 0.01% 356

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

First National Trust's IBDZ Position: Q1 2026 in Review

First National Trust increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 91% in Q1 2026, buying an estimated $239K and bringing the position to 18,995 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #301.

First National Trust first reported a position in IBDZ in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • First National Trust held 18,995 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $495K as of Q1 2026.
  • First National Trust bought 9,067 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $239K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of First National Trust's portfolio in Q1 2026, its #301 holding.
  • First National Trust first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.