Krilogy Financial’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Krilogy Financial’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	$5.38M	Buy	218,103 +16,176	+8%	+$412K	0.15%	105
2026 Q2	$5.26M	Sell	201,927 -2,141	-1%	-$55.8K	0.16%	108
2026 Q1	$5.34M	Buy	204,068 +4,673	+2%	+$123K	0.17%	101
2025 Q4	$5.27M	Buy	199,395 +3,375	+2%	+$89.3K	0.18%	92
2025 Q3	$5.15M	Buy	196,020 +16,040	+9%	+$420K	0.19%	84
2025 Q2	$4.7M	Sell	179,980 -25,388	-12%	-$649K	0.27%	75
2025 Q1	$5.3M	Buy	205,368 +27,027	+15%	+$690K	0.34%	58
2024 Q4	$4.54M	Buy	+178,341	New	+$4.62M	0.3%	64

Other funds holding IBDZ

SVWA

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

MLA

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

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

GPA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Krilogy Financial's IBDZ Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 8% in Q3 2026, buying an estimated $412K and bringing the position to 218,103 shares worth $5.38M. The position accounts for 0.15% of the portfolio, ranked #105.

Krilogy Financial first reported a position in IBDZ in Q4 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Krilogy Financial held 218,103 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $5.38M as of Q3 2026.
Krilogy Financial bought 16,176 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $412K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.15% of Krilogy Financial's portfolio in Q3 2026, its #105 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.