RBC
IBDZ

Romano Brothers & Co’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Romano Brothers & Co’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 		$271K Buy
10,385
+2,086
+25% +$54.3K 0.03% 299
2026
Q1 		$216K Buy
+8,299
New +$219K 0.02% 312

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

Romano Brothers & Co's IBDZ Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 25% in Q2 2026, buying an estimated $54.3K and bringing the position to 10,385 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #299.

Romano Brothers & Co first reported a position in IBDZ in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Romano Brothers & Co held 10,385 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $271K as of Q2 2026.
  • Romano Brothers & Co bought 2,086 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $54.3K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #299 holding.
  • Romano Brothers & Co first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.