Private Advisor Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Private Advisor Group’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	$451K	Buy	17,304 +2,728	+19%	+$71.9K	﹤0.01%	1926
2025 Q4	$384K	Buy	14,576 +3,507	+32%	+$92.8K	﹤0.01%	1998
2025 Q3	$293K	Hold	11,069	–	–	﹤0.01%	2103
2025 Q2	$289K	Hold	11,069	–	–	﹤0.01%	2000
2025 Q1	$285K	Hold	11,069	–	–	﹤0.01%	1904
2024 Q4	$282K	Hold	11,069	–	–	﹤0.01%	1896
2024 Q3	$296K	Buy	+11,069	New	+$290K	﹤0.01%	1960

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

Private Advisor Group's IBDZ Position: Q1 2026 in Review

Private Advisor Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 19% in Q1 2026, buying an estimated $71.9K and bringing the position to 17,304 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Private Advisor Group first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

Private Advisor Group held 17,304 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $451K as of Q1 2026.
Private Advisor Group bought 2,728 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $71.9K.
iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1926 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.