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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's IBDZ Position: Q1 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.4% in Q1 2026, buying an estimated $43.3K and bringing the position to 120,237 shares worth $3.13M. The position accounts for 0.11% of the portfolio, ranked #171.

J.W. Cole Advisors first reported a position in IBDZ in Q3 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • J.W. Cole Advisors held 120,237 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.13M as of Q1 2026.
  • J.W. Cole Advisors bought 1,644 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $43.3K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of J.W. Cole Advisors's portfolio in Q1 2026, its #171 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 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.