MA
IBDZ

Mutual Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Mutual Advisors’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 		$230K Buy
8,816
+405
+5% +$10.5K ﹤0.01% 1278
2026
Q1 		$219K Buy
8,411
+27
+0.3% +$711 ﹤0.01% 1242
2025
Q4 		$221K Hold
8,384
– – ﹤0.01% 1221
2025
Q3 		$224K Sell
8,384
-6,643
-44% -$174K ﹤0.01% 1180
2025
Q2 		$390K Buy
15,027
+2,102
+16% +$53.7K 0.01% 887
2025
Q1 		$331K Buy
12,925
+3,109
+32% +$79.4K 0.01% 874
2024
Q4 		$248K Buy
+9,816
New +$254K 0.01% 950

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

Mutual Advisors's IBDZ Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 4.8% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,816 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Mutual Advisors first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q2 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Mutual Advisors held 8,816 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $230K as of Q2 2026.
  • Mutual Advisors bought 405 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $10.5K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1278 holding.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Mutual Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $390K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.