GT
IBDZ

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

Glenview 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 		$355K Buy
13,609
+1,000
+8% +$26.3K 0.01% 412
2025
Q4 		$332K Hold
12,609
– – 0.01% 417
2025
Q3 		$334K Buy
12,609
+500
+4% +$13.1K 0.01% 412
2025
Q2 		$316K Hold
12,109
– – 0.01% 420
2025
Q1 		$312K Buy
+12,109
New +$309K 0.01% 405

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

Glenview Trust's IBDZ Position: Q1 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 7.9% in Q1 2026, buying an estimated $26.3K and bringing the position to 13,609 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #412.

Glenview Trust first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Glenview Trust held 13,609 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $355K as of Q1 2026.
  • Glenview Trust bought 1,000 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $26.3K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #412 holding.
  • Glenview Trust first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.