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
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 $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

Mutual Advisors's IBDZ Position: Q1 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.32% in Q1 2026, buying an estimated $711 and bringing the position to 8,411 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Mutual Advisors first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Mutual Advisors held 8,411 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $219K as of Q1 2026.
  • Mutual Advisors bought 27 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $711.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1242 holding.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • Mutual Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $390K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.