Nestegg Advisors
IBDZ icon

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

Nestegg 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
Q3 		$10.1M Buy
409,343
+17,259
+4% +$440K 6.63% 5
2026
Q2 		$10.2M Buy
392,084
+72,520
+23% +$1.89M 7.22% 4
2026
Q1 		$8.33M Buy
319,564
+133,963
+72% +$3.53M 7.31% 4
2025
Q4 		$4.89M Buy
+185,601
New +$4.91M 4.18% 7

Other funds holding IBDZ

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Nestegg Advisors's IBDZ Position: Q3 2026 in Review

Nestegg Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 4.4% in Q3 2026, buying an estimated $440K and bringing the position to 409,343 shares worth $10.1M. The position accounts for 6.63% of the portfolio, ranked #5.

Nestegg Advisors first reported a position in IBDZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q2 2026. 115 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

  • Nestegg Advisors held 409,343 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $10.1M as of Q3 2026.
  • Nestegg Advisors bought 17,259 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $440K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 6.63% of Nestegg Advisors's portfolio in Q3 2026, its #5 holding.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Nestegg Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $10.2M in Q2 2026.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Nestegg Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.