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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDZ Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.6% in Q2 2026, buying an estimated $679K and bringing the position to 1,681,034 shares worth $43.6M. The position accounts for 25.98% of the portfolio, ranked #3.

Sarver Vrooman Wealth Advisors first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Sarver Vrooman Wealth Advisors held 1,681,034 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $43.6M as of Q2 2026.
Sarver Vrooman Wealth Advisors bought 26,060 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $679K.
iShares iBonds Dec 2034 Term Corporate ETF made up 25.98% of Sarver Vrooman Wealth Advisors's portfolio in Q2 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 6 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.