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 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

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

Krilogy Financial's IBDZ Position: Q2 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1% in Q2 2026, selling an estimated $55.8K and leaving 201,927 shares worth $5.26M. The position accounts for 0.16% of the portfolio, ranked #108.

Krilogy Financial first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.34M in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Krilogy Financial held 201,927 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $5.26M as of Q2 2026.
Krilogy Financial sold 2,141 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $55.8K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #108 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Krilogy Financial's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $5.34M in Q1 2026.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.