IAIM
IBDZ

International Assets Investment Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

International Assets Investment Management’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 		$41.5K Hold
1,603
– – ﹤0.01% 1373
2026
Q1 		$41.7K Hold
1,603
– – ﹤0.01% 1280
2025
Q4 		$42.3K Buy
+1,603
New +$42.4K ﹤0.01% 1265

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
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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

International Assets Investment Management's IBDZ Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 1,603 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

International Assets Investment Management first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.3K in Q4 2025. 98 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • International Assets Investment Management held 1,603 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $41.5K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1373 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $42.3K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.