GVAG
IBDZ

Great Valley Advisor Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Great Valley Advisor Group’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 		$552K Buy
21,203
+10,440
+97% +$272K 0.01% 692
2026
Q1 		$280K Buy
10,763
+84
+0.8% +$2.21K 0.01% 846
2025
Q4 		$282K Buy
+10,679
New +$283K 0.01% 801

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

Great Valley Advisor Group's IBDZ Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 97% in Q2 2026, buying an estimated $272K and bringing the position to 21,203 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #692.

Great Valley Advisor Group first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Great Valley Advisor Group held 21,203 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $552K as of Q2 2026.
  • Great Valley Advisor Group bought 10,440 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $272K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #692 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.