SVWA
IBDZ

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
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 $200M AUM 26.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return