PSIWM
IBDZ

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Paradigm Strategies in Wealth Management’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 		$4.06M Sell
155,677
-39,682
-20% -$1.03M 2.47% 10
2026
Q1 		$5.09M Sell
195,359
-21,454
-10% -$565K 3.45% 7
2025
Q4 		$5.72M Sell
216,813
-1,102
-0.5% -$29.2K 3.75% 7
2025
Q3 		$5.77M Sell
217,915
-8,587
-4% -$225K 3.69% 7
2025
Q2 		$5.92M Sell
226,502
-6,419
-3% -$164K 3.87% 7
2025
Q1 		$6.01M Buy
232,921
+3,207
+1% +$81.9K 4.05% 7
2024
Q4 		$5.85M Buy
229,714
+43,645
+23% +$1.13M 3.85% 6
2024
Q3 		$4.97M Buy
+186,069
New +$4.87M 3.11% 6

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

Paradigm Strategies in Wealth Management's IBDZ Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q2 2026, selling an estimated $1.03M and leaving 155,677 shares worth $4.06M. The position accounts for 2.47% of the portfolio, ranked #10.

Paradigm Strategies in Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.01M in Q1 2025. 34 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 155,677 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.06M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 39,682 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.03M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 2.47% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $6.01M in Q1 2025.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.