Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Sarver Vrooman Wealth 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 Q3	$42.3M	Buy	1,718,835 +37,801	+2%	+$963K	24.91%	3
2026 Q2	$43.6M	Buy	1,681,034 +26,060	+2%	+$679K	25.98%	3
2026 Q1	$43.1M	Buy	1,654,974 +1,633,901	+7,754%	+$43.1M	26.56%	3
2025 Q4	$556K	Buy	21,073 +464	+2%	+$12.3K	0.35%	10
2025 Q3	$546K	Buy	20,609 +10,943	+113%	+$287K	0.35%	10
2025 Q2	$253K	Buy	9,666 +470	+5%	+$12K	0.17%	12
2025 Q1	$237K	Buy	+9,196	New	+$235K	0.16%	11

Other funds holding IBDZ

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDZ Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 2.2% in Q3 2026, buying an estimated $963K and bringing the position to 1,718,835 shares worth $42.3M. The position accounts for 24.91% of the portfolio, ranked #3.

Sarver Vrooman Wealth Advisors first reported a position in IBDZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $43.6M in Q2 2026. 4 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Sarver Vrooman Wealth Advisors held 1,718,835 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $42.3M as of Q3 2026.
Sarver Vrooman Wealth Advisors bought 37,801 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $963K.
iShares iBonds Dec 2034 Term Corporate ETF made up 24.91% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #3 holding.
Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $43.6M in Q2 2026.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.