GMFG
IBDZ

Greater Midwest Financial Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Greater Midwest Financial 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 		$366K Buy
14,048
+145
+1% +$3.78K 0.18% 44
2026
Q1 		$362K Sell
13,903
-1,102
-7% -$29K 0.19% 44
2025
Q4 		$396K Sell
15,005
-545
-4% -$14.4K 0.22% 44
2025
Q3 		$412K Buy
15,550
+251
+2% +$6.57K 0.27% 40
2025
Q2 		$400K Sell
15,299
-224
-1% -$5.72K 0.31% 39
2025
Q1 		$400K Buy
+15,523
New +$397K 0.28% 40

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greater Midwest Financial Group's IBDZ Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1% in Q2 2026, buying an estimated $3.78K and bringing the position to 14,048 shares worth $366K. The position accounts for 0.18% of the portfolio, ranked #44.

Greater Midwest Financial Group first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $412K in Q3 2025. 34 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Greater Midwest Financial Group held 14,048 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $366K as of Q2 2026.
  • Greater Midwest Financial Group bought 145 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $3.78K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.18% of Greater Midwest Financial Group's portfolio in Q2 2026, its #44 holding.
  • Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Greater Midwest Financial Group's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $412K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.