SignatureFD
IBDZ icon

SignatureFD’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

SignatureFD’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
Q3 		$47.3K Hold
1,919
– – ﹤0.01% 1990
2026
Q2 		$50K Buy
+1,919
New +$50K ﹤0.01% 1887

Other funds holding IBDZ

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

SignatureFD's IBDZ Position: Q3 2026 in Review

SignatureFD held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q3 2026 at 1,919 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

SignatureFD first reported a position in IBDZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $50K in Q2 2026. 62 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

  • SignatureFD held 1,919 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $47.3K as of Q3 2026.
  • SignatureFD left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1990 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • SignatureFD's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $50K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.