PGAM
IBDZ

Princeton Global Asset Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Princeton Global Asset 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 		$60.7K Buy
2,330
+1,930
+483% +$50.3K 0.01% 345
2026
Q1 		$10.4K Hold
400
– – ﹤0.01% 580
2025
Q4 		$10.5K Buy
+400
New +$10.6K ﹤0.01% 576

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 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
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Princeton Global Asset Management's IBDZ Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 483% in Q2 2026, buying an estimated $50.3K and bringing the position to 2,330 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #345.

Princeton Global Asset Management first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Princeton Global Asset Management held 2,330 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $60.7K as of Q2 2026.
  • Princeton Global Asset Management bought 1,930 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $50.3K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #345 holding.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.