SIC
IBDZ

Sigma Investment Counselors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Sigma Investment Counselors’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 		$34M Buy
1,304,097
+222,112
+21% +$5.78M 1.66% 16
2026
Q1 		$28.2M Buy
1,081,985
+428,097
+65% +$11.3M 1.49% 17
2025
Q4 		$17.2M Buy
653,888
+632,678
+2,983% +$16.7M 0.88% 27
2025
Q3 		$561K Buy
21,210
+2,366
+13% +$61.9K 0.03% 124
2025
Q2 		$492K Buy
+18,844
New +$482K 0.03% 126

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

Sigma Investment Counselors's IBDZ Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 21% in Q2 2026, buying an estimated $5.78M and bringing the position to 1,304,097 shares worth $34M. The position accounts for 1.66% of the portfolio, ranked #16.

Sigma Investment Counselors first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Sigma Investment Counselors held 1,304,097 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $34M as of Q2 2026.
  • Sigma Investment Counselors bought 222,112 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $5.78M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 1.66% of Sigma Investment Counselors's portfolio in Q2 2026, its #16 holding.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.