JWCA
IBDZ

J.W. Cole Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

J.W. Cole 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 		$3.13M Buy
120,298
+61
+0.1% +$1.59K 0.05% 354
2026
Q1 		$3.13M Buy
120,237
+1,644
+1% +$43.3K 0.11% 171
2025
Q4 		$3.13M Buy
118,593
+926
+0.8% +$24.5K 0.08% 260
2025
Q3 		$3.11M Buy
117,667
+20,782
+21% +$544K 0.06% 313
2025
Q2 		$2.53M Buy
+96,885
New +$2.48M 0.05% 340
2025
Q1 		– Sell
-89,295
Closed -$2.27M – 1358
2024
Q4 		$2.27M Buy
89,295
+25,202
+39% +$653K 0.09% 224
2024
Q3 		$1.71M Buy
+64,093
New +$1.68M 0.07% 277

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

J.W. Cole Advisors's IBDZ Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.05% in Q2 2026, buying an estimated $1.59K and bringing the position to 120,298 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #354.

J.W. Cole Advisors first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • J.W. Cole Advisors held 120,298 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.13M as of Q2 2026.
  • J.W. Cole Advisors bought 61 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.59K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #354 holding.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.