Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Koesten Hirschmann & Crabtree’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 Q3	$431K	Sell	17,480 -40	-0.2%	-$1.02K	0.18%	31
2026 Q2	$456K	Buy	17,520 +5,970	+52%	+$155K	0.19%	27
2026 Q1	$301K	Buy	11,550 +525	+5%	+$13.8K	0.15%	31
2025 Q4	$291K	Buy	11,025 +7,725	+234%	+$204K	0.14%	32
2025 Q3	$87.4K	Hold	3,300	–	–	0.04%	64
2025 Q2	$86.2K	Hold	3,300	–	–	0.04%	62
2025 Q1	$85.1K	Hold	3,300	–	–	0.05%	62
2024 Q4	$84K	Buy	3,300 +2,900	+725%	+$75.1K	0.05%	62
2024 Q3	$10.7K	Buy	+400	New	+$10.5K	0.01%	120

Other funds holding IBDZ

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDZ Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.23% in Q3 2026, selling an estimated $1.02K and leaving 17,480 shares worth $431K. The position accounts for 0.18% of the portfolio, ranked #31.

Koesten Hirschmann & Crabtree first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $456K in Q2 2026. 64 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Koesten Hirschmann & Crabtree held 17,480 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $431K as of Q3 2026.
Koesten Hirschmann & Crabtree sold 40 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $1.02K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.18% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #31 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $456K in Q2 2026.
64 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.