IFP Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

IFP Advisors’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	$600K	Buy	23,030 +4,833	+27%	+$126K	0.01%	958
2026 Q1	$474K	Buy	18,197 +183	+1%	+$4.82K	0.01%	985
2025 Q4	$475K	Buy	18,014 +7,762	+76%	+$205K	0.01%	957
2025 Q3	$271K	Sell	10,252 -150	-1%	-$3.93K	0.01%	1144
2025 Q2	$272K	Buy	10,402 +2,937	+39%	+$75.1K	0.01%	1112
2025 Q1	$192K	Buy	7,465 +5,679	+318%	+$145K	0.01%	1195
2024 Q4	$45.5K	Buy	+1,786	New	+$46.3K	﹤0.01%	1875

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

IFP Advisors's IBDZ Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 27% in Q2 2026, buying an estimated $126K and bringing the position to 23,030 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #958.

IFP Advisors first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

IFP Advisors held 23,030 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $600K as of Q2 2026.
IFP Advisors bought 4,833 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $126K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #958 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.