MLA
IBDZ

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
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 $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

MB, Levis & Associates's IBDZ Position: Q1 2026 in Review

MB, Levis & Associates increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.3% in Q1 2026, buying an estimated $170K and bringing the position to 510,649 shares worth $13.3M. The position accounts for 5.55% of the portfolio, ranked #8.

MB, Levis & Associates first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • MB, Levis & Associates held 510,649 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.3M as of Q1 2026.
  • MB, Levis & Associates bought 6,463 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $170K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 5.55% of MB, Levis & Associates's portfolio in Q1 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 7 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.