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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

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
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

Seaview Investment Managers's IBDZ Position: Q2 2026 in Review

Seaview Investment Managers reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.5% in Q2 2026, selling an estimated $4.3K and leaving 10,841 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #77.

Seaview Investment Managers first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q1 2026. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Seaview Investment Managers held 10,841 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $282K as of Q2 2026.
  • Seaview Investment Managers sold 165 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $4.3K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.08% of Seaview Investment Managers's portfolio in Q2 2026, its #77 holding.
  • Seaview Investment Managers first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Seaview Investment Managers's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $287K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.