FWIA
IBDZ

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

Fort Washington 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 		$502K Hold
19,275
– – ﹤0.01% 349
2026
Q1 		$502K Sell
19,275
-118
-0.6% -$3.11K ﹤0.01% 346
2025
Q4 		$511K Buy
+19,393
New +$513K ﹤0.01% 335

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Fort Washington Investment Advisors's IBDZ Position: Q2 2026 in Review

Fort Washington Investment Advisors held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 19,275 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Fort Washington Investment Advisors first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $511K in Q4 2025. 38 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Fort Washington Investment Advisors held 19,275 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $502K as of Q2 2026.
  • Fort Washington Investment Advisors left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #349 holding.
  • Fort Washington Investment Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Fort Washington Investment Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $511K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.