PFG Private Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

PFG Private 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	$12.8M	Sell	491,365 -41,029	-8%	-$1.07M	5.55%	5
2026 Q1	$13.9M	Buy	532,394 +45,955	+9%	+$1.21M	5.88%	5
2025 Q4	$12.8M	Buy	+486,439	New	+$12.9M	5.61%	5
2025 Q3	–	Sell	-433,326	Closed	-$11.3M	–	154
2025 Q2	$11.3M	Buy	433,326 +13,161	+3%	+$336K	5.83%	4
2025 Q1	$10.8M	Buy	+420,165	New	+$10.7M	5.86%	5

Other funds holding IBDZ

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

PFG Private Wealth Management's IBDZ Position: Q2 2026 in Review

PFG Private Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 7.7% in Q2 2026, selling an estimated $1.07M and leaving 491,365 shares worth $12.8M. The position accounts for 5.55% of the portfolio, ranked #5.

PFG Private Wealth Management first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

PFG Private Wealth Management held 491,365 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $12.8M as of Q2 2026.
PFG Private Wealth Management sold 41,029 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.07M.
iShares iBonds Dec 2034 Term Corporate ETF made up 5.55% of PFG Private Wealth Management's portfolio in Q2 2026, its #5 holding.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $13.9M in Q1 2026.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.