MB, Levis & Associates’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

MB, Levis & Associates’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	$13.4M	Buy	515,551 +4,902	+1%	+$128K	4.95%	8
2026 Q1	$13.3M	Buy	510,649 +6,463	+1%	+$170K	5.55%	8
2025 Q4	$13.3M	Buy	504,186 +6,094	+1%	+$161K	5.6%	8
2025 Q3	$13.2M	Buy	498,092 +1,543	+0.3%	+$40.4K	5.71%	7
2025 Q2	$13M	Buy	496,549 +8,145	+2%	+$208K	5.7%	8
2025 Q1	$12.6M	Buy	488,404 +2,146	+0.4%	+$54.8K	5.85%	8
2024 Q4	$12.4M	Buy	486,258 +4,485	+0.9%	+$116K	6.2%	7
2024 Q3	$12.9M	Buy	+481,773	New	+$12.6M	6.35%	7

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

MB, Levis & Associates's IBDZ Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.96% in Q2 2026, buying an estimated $128K and bringing the position to 515,551 shares worth $13.4M. The position accounts for 4.95% of the portfolio, ranked #8.

MB, Levis & Associates first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

MB, Levis & Associates held 515,551 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.4M as of Q2 2026.
MB, Levis & Associates bought 4,902 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $128K.
iShares iBonds Dec 2034 Term Corporate ETF made up 4.95% of MB, Levis & Associates's portfolio in Q2 2026, its #8 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.