SRCM
IBDZ

Signature Resources Capital Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Signature Resources Capital 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 		– Sell
-106
Closed -$2.76K – 742
2026
Q1 		$2.76K Buy
+106
New +$2.79K ﹤0.01% 479

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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 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
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Signature Resources Capital Management's IBDZ Position: Q2 2026 in Review

Signature Resources Capital Management sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026, closing a stake of 106 shares — an estimated $2.76K sold.

Signature Resources Capital Management first reported a position in IBDZ in Q1 2026 and held it in 1 quarter. The position peaked at $2.76K in Q1 2026. 12 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Signature Resources Capital Management reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Resources Capital Management sold 106 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $2.76K.
  • Signature Resources Capital Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Signature Resources Capital Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $2.76K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.