SWM
IBDZ

Segment Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Segment Wealth Management’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 		$1.61M Buy
61,800
+10,390
+20% +$271K 0.08% 139
2026
Q1 		$1.34M Buy
51,410
+30,575
+147% +$806K 0.08% 141
2025
Q4 		$549K Hold
20,835
– – 0.03% 208
2025
Q3 		$552K Buy
20,835
+2,750
+15% +$72K 0.03% 201
2025
Q2 		$473K Buy
18,085
+1,860
+11% +$47.5K 0.03% 207
2025
Q1 		$418K Buy
16,225
+3,050
+23% +$77.9K 0.03% 211
2024
Q4 		$335K Buy
+13,175
New +$341K 0.02% 213

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Segment Wealth Management's IBDZ Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q2 2026, buying an estimated $271K and bringing the position to 61,800 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #139.

Segment Wealth Management first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Segment Wealth Management held 61,800 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.61M as of Q2 2026.
  • Segment Wealth Management bought 10,390 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $271K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.08% of Segment Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.