OIA
IBDZ

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

OneDigital Investment 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 		$1.65M Buy
+63,237
New +$1.67M 0.02% 535

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 $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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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

OneDigital Investment Advisors's IBDZ Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q1 2026: 63,237 shares worth $1.65M. The stake represents 0.02% of the portfolio and ranks #535 among its holdings.

119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • OneDigital Investment Advisors held 63,237 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.65M as of Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new OneDigital Investment Advisors position in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #535 holding.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.