Jacobi Capital Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Jacobi Capital 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	$289K	Buy	+11,096	New	+$289K	0.01%	565

Other funds holding IBDZ

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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

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $866M AUM

Jacobi Capital Management's IBDZ Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 11,096 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings.

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

Jacobi Capital Management held 11,096 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $289K as of Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF was a new Jacobi Capital Management position in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #565 holding.
57 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.