LPL Financial
IBDZ

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

LPL 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 		$2.21M Buy
84,655
+19,394
+30% +$505K ﹤0.01% 3643
2026
Q1 		$1.7M Buy
65,261
+14,623
+29% +$385K ﹤0.01% 3667
2025
Q4 		$1.34M Buy
50,638
+16,223
+47% +$429K ﹤0.01% 3780
2025
Q3 		$911K Buy
34,415
+2,672
+8% +$70K ﹤0.01% 4087
2025
Q2 		$829K Buy
31,743
+7,234
+30% +$185K ﹤0.01% 3917
2025
Q1 		$632K Buy
24,509
+15,170
+162% +$388K ﹤0.01% 3948
2024
Q4 		$238K Buy
+9,339
New +$242K ﹤0.01% 4700

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
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

LPL Financial's IBDZ Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 30% in Q2 2026, buying an estimated $505K and bringing the position to 84,655 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

LPL Financial first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • LPL Financial held 84,655 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.21M as of Q2 2026.
  • LPL Financial bought 19,394 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $505K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3643 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.