SWMG
IBDZ

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

Signature Wealth Management Group’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
Q1 		$1.65M Buy
+63,237
New +$1.67M 0.63% 46

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Signature Wealth Management Group's IBDZ Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q1 2026: 63,237 shares worth $1.65M. The stake represents 0.63% of the portfolio and ranks #46 among its holdings.

119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Signature Wealth Management Group held 63,237 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.65M as of Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Signature Wealth Management Group position in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.63% of Signature Wealth Management Group's portfolio in Q1 2026, its #46 holding.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.