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 Q3	$256K	Sell	10,397 -480,968	-98%	-$12.2M	0.11%	68
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PFG Private Wealth Management's IBDZ Position: Q3 2026 in Review

PFG Private Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 98% in Q3 2026, selling an estimated $12.2M and leaving 10,397 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #68.

PFG Private Wealth Management first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.9M in Q1 2026. 79 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

PFG Private Wealth Management held 10,397 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $256K as of Q3 2026.
PFG Private Wealth Management sold 480,968 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $12.2M.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of PFG Private Wealth Management's portfolio in Q3 2026, its #68 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 6 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $13.9M in Q1 2026.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.