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 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 $6.84B AUM 17.28% 1-Year Est. Return

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 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

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Private Wealth Management's IBDZ Position: Q1 2026 in Review

PFG Private Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 9.4% in Q1 2026, buying an estimated $1.21M and bringing the position to 532,394 shares worth $13.9M. The position accounts for 5.88% of the portfolio, ranked #5.

PFG Private Wealth Management first reported a position in IBDZ in Q1 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

PFG Private Wealth Management held 532,394 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.9M as of Q1 2026.
PFG Private Wealth Management bought 45,955 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $1.21M.
iShares iBonds Dec 2034 Term Corporate ETF made up 5.88% of PFG Private Wealth Management's portfolio in Q1 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 4 quarters since.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.