QFA
IBDZ

Quantum Financial Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Quantum Financial Advisors’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 		$345K Buy
13,226
+955
+8% +$24.9K 0.03% 163
2026
Q1 		$320K Sell
12,271
-43,053
-78% -$1.13M 0.04% 153
2025
Q4 		$1.46M Buy
55,324
+450
+0.8% +$11.9K 0.16% 63
2025
Q3 		$1.45M Buy
54,874
+1,472
+3% +$38.5K 0.18% 62
2025
Q2 		$1.4M Buy
53,402
+54
+0.1% +$1.38K 0.19% 62
2025
Q1 		$1.38M Buy
+53,348
New +$1.36M 0.21% 61

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
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

Quantum Financial Advisors's IBDZ Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 7.8% in Q2 2026, buying an estimated $24.9K and bringing the position to 13,226 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #163.

Quantum Financial Advisors first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Quantum Financial Advisors held 13,226 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $345K as of Q2 2026.
  • Quantum Financial Advisors bought 955 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $24.9K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Quantum Financial Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $1.46M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.