KHC
IBDZ

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
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

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDZ Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 52% in Q2 2026, buying an estimated $155K and bringing the position to 17,520 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #27.

Koesten Hirschmann & Crabtree first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 17,520 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $456K as of Q2 2026.
  • Koesten Hirschmann & Crabtree bought 5,970 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $155K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.19% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #27 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.