IAS
IBDZ

Insigneo Advisory Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Insigneo Advisory Services’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 		$713K Buy
+27,353
New +$712K 0.03% 388

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

Insigneo Advisory Services's IBDZ Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 27,353 shares worth $713K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings.

127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Insigneo Advisory Services held 27,353 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $713K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Insigneo Advisory Services position in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #388 holding.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.