Roble Belko & Company’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Roble Belko & Company’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	$1.5M	Buy	+57,696	New	+$1.5M	0.16%	52

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Roble Belko & Company's IBDZ Position: Q2 2026 in Review

Roble Belko & Company opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 57,696 shares worth $1.5M. The stake represents 0.16% of the portfolio and ranks #52 among its holdings.

127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Roble Belko & Company held 57,696 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.5M as of Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF was a new Roble Belko & Company position in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.16% of Roble Belko & Company's portfolio in Q2 2026, its #52 holding.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.