NA
IBDZ

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
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

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Nestegg Advisors's IBDZ Position: Q2 2026 in Review

Nestegg Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 23% in Q2 2026, buying an estimated $1.89M and bringing the position to 392,084 shares worth $10.2M. The position accounts for 7.22% of the portfolio, ranked #4.

Nestegg Advisors first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Nestegg Advisors held 392,084 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $10.2M as of Q2 2026.
  • Nestegg Advisors bought 72,520 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.89M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 7.22% of Nestegg Advisors's portfolio in Q2 2026, its #4 holding.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.