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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's IBDZ Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 29% in Q1 2026, buying an estimated $385K and bringing the position to 65,261 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

LPL Financial first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • LPL Financial held 65,261 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.7M as of Q1 2026.
  • LPL Financial bought 14,623 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $385K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3667 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.