Little House Capital’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Little House Capital’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	$895K	Buy	34,368 +916	+3%	+$23.9K	0.2%	90
2026 Q1	$872K	Sell	33,452 -5,894	-15%	-$155K	0.23%	87
2025 Q4	$1.04M	Sell	39,346 -2,465	-6%	-$65.2K	0.26%	83
2025 Q3	$1.11M	Buy	41,811 +1,469	+4%	+$38.5K	0.25%	82
2025 Q2	$1.05M	Buy	40,342 +37	+0.1%	+$946	0.26%	84
2025 Q1	$1.04M	Buy	+40,305	New	+$1.03M	0.29%	83

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 $170M AUM 4.33% 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

Little House Capital's IBDZ Position: Q2 2026 in Review

Little House Capital increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 2.7% in Q2 2026, buying an estimated $23.9K and bringing the position to 34,368 shares worth $895K. The position accounts for 0.2% of the portfolio, ranked #90.

Little House Capital first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Little House Capital held 34,368 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $895K as of Q2 2026.
Little House Capital bought 916 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $23.9K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.2% of Little House Capital's portfolio in Q2 2026, its #90 holding.
Little House Capital first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Little House Capital's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.11M in Q3 2025.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.