OMC
IBDZ

Old Mission Capital’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Old Mission Capital’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
2025
Q2 		– Sell
-74,897
Closed -$1.93M – 1371
2025
Q1 		$1.93M Buy
74,897
+56,949
+317% +$1.45M 0.03% 241
2024
Q4 		$457K Buy
+17,948
New +$465K 0.01% 626

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $147M AUM 11.5% 1-Year Est. Return

Old Mission Capital's IBDZ Position: Q2 2025 in Review

Old Mission Capital sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2025, closing a stake of 74,897 shares — an estimated $1.93M sold.

Old Mission Capital first reported a position in IBDZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.93M in Q1 2025. 78 funds tracked by Wall St. Rank hold IBDZ as of Q2 2025.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Old Mission Capital sold 74,897 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2025, an estimated $1.93M.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • Old Mission Capital's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.93M in Q1 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.