Seaview Investment Managers’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Seaview Investment Managers’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	$282K	Sell	10,841 -165	-1%	-$4.3K	0.08%	77
2026 Q1	$287K	Buy	11,006 +2,632	+31%	+$69.3K	0.1%	63
2025 Q4	$221K	Sell	8,374 -1,800	-18%	-$47.6K	0.08%	67
2025 Q3	$269K	Buy	10,174 +75	+0.7%	+$1.96K	0.1%	64
2025 Q2	$264K	Buy	10,099 +1,854	+22%	+$47.4K	0.06%	113
2025 Q1	$213K	Buy	+8,245	New	+$211K	0.05%	114

Other funds holding IBDZ

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

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