SHA
IBDZ

Seneca House Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Seneca House 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 		$14.3M Buy
547,030
+50,261
+10% +$1.31M 5.04% 4
2026
Q1 		$12.9M Buy
496,769
+211,500
+74% +$5.57M 5.14% 4
2025
Q4 		$7.52M Buy
285,269
+249,127
+689% +$6.59M 2.81% 10
2025
Q3 		$957K Buy
36,142
+1,851
+5% +$48.5K 0.39% 44
2025
Q2 		$896K Sell
34,291
-2,579
-7% -$65.9K 0.38% 38
2025
Q1 		$951K Buy
36,870
+2,890
+9% +$73.8K 0.4% 37
2024
Q4 		$865K Buy
33,980
+7,854
+30% +$203K 0.34% 44
2024
Q3 		$698K Buy
+26,126
New +$683K 0.29% 48

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 $168M AUM 7.75% 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

Seneca House Advisors's IBDZ Position: Q2 2026 in Review

Seneca House Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 10% in Q2 2026, buying an estimated $1.31M and bringing the position to 547,030 shares worth $14.3M. The position accounts for 5.04% of the portfolio, ranked #4.

Seneca House Advisors first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Seneca House Advisors held 547,030 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $14.3M as of Q2 2026.
  • Seneca House Advisors bought 50,261 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.31M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 5.04% of Seneca House Advisors's portfolio in Q2 2026, its #4 holding.
  • Seneca House Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.