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 Q3	$12.5M	Sell	507,715 -7,836	-2%	-$200K	4.58%	10
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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MB, Levis & Associates's IBDZ Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.5% in Q3 2026, selling an estimated $200K and leaving 507,715 shares worth $12.5M. The position accounts for 4.58% of the portfolio, ranked #10.

MB, Levis & Associates first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q2 2026. 23 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

MB, Levis & Associates held 507,715 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $12.5M as of Q3 2026.
MB, Levis & Associates sold 7,836 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $200K.
iShares iBonds Dec 2034 Term Corporate ETF made up 4.58% of MB, Levis & Associates's portfolio in Q3 2026, its #10 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
MB, Levis & Associates's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $13.4M in Q2 2026.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.