Keeler Thomas Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Keeler Thomas 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	–	Sell	-10,257	Closed	-$267K	–	149
2026 Q1	$267K	Sell	10,257 -42,689	-81%	-$1.12M	0.11%	111
2025 Q4	$1.4M	Buy	52,946 +1,833	+4%	+$48.5K	0.67%	49
2025 Q3	$1.35M	Buy	51,113 +1,238	+2%	+$32.4K	0.55%	59
2025 Q2	$1.3M	Buy	49,875 +15,658	+46%	+$400K	0.56%	61
2025 Q1	$882K	Buy	+34,217	New	+$874K	0.43%	60

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Keeler Thomas Management's IBDZ Position: Q2 2026 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026, closing a stake of 10,257 shares — an estimated $267K sold.

Keeler Thomas Management first reported a position in IBDZ in Q1 2025 and held it in 5 quarters. The position peaked at $1.4M in Q4 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Keeler Thomas Management reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Keeler Thomas Management sold 10,257 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $267K.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Keeler Thomas Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.4M in Q4 2025.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.