ST
IBDZ

Sabal Trust’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Sabal Trust’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
2025
Q1 		$2.77M Buy
107,280
+20,797
+24% +$531K 0.15% 89
2024
Q4 		$2.2M Buy
86,483
+42,524
+97% +$1.1M 0.13% 101
2024
Q3 		$1.17M Buy
+43,959
New +$1.15M 0.06% 124

Other funds holding IBDZ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Sabal Trust's IBDZ Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 24% in Q1 2025, buying an estimated $531K and bringing the position to 107,280 shares worth $2.77M. The position accounts for 0.15% of the portfolio, ranked #89.

Sabal Trust first reported a position in IBDZ in Q3 2024 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBDZ as of Q1 2025.

  • Sabal Trust held 107,280 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.77M as of Q1 2025.
  • Sabal Trust bought 20,797 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2025, an estimated $531K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.15% of Sabal Trust's portfolio in Q1 2025, its #89 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.