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
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 $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

Fulton Breakefield Broenniman's IBDZ Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 37% in Q1 2026, buying an estimated $261K and bringing the position to 36,664 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #95.

Fulton Breakefield Broenniman first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Fulton Breakefield Broenniman held 36,664 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $955K as of Q1 2026.
  • Fulton Breakefield Broenniman bought 9,911 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $261K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.06% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #95 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.