FBB
IBDZ

Fulton Breakefield Broenniman’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Fulton Breakefield Broenniman’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 		$1.18M Buy
45,351
+8,687
+24% +$226K 0.07% 90
2026
Q1 		$955K Buy
36,664
+9,911
+37% +$261K 0.06% 95
2025
Q4 		$705K Buy
26,753
+2,808
+12% +$74.3K 0.04% 111
2025
Q3 		$634K Buy
23,945
+7,792
+48% +$204K 0.04% 110
2025
Q2 		$422K Buy
+16,153
New +$413K 0.03% 136

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

Fulton Breakefield Broenniman's IBDZ Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 24% in Q2 2026, buying an estimated $226K and bringing the position to 45,351 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #90.

Fulton Breakefield Broenniman first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Fulton Breakefield Broenniman held 45,351 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.18M as of Q2 2026.
  • Fulton Breakefield Broenniman bought 8,687 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $226K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.07% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #90 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.