SW
IBDZ

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

Simplicity Wealth’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
2025
Q4 		– Sell
-15,130
Closed -$400K – 789
2025
Q3 		$400K Buy
+15,130
New +$396K 0.02% 497

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Simplicity Wealth's IBDZ Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q4 2025, closing a stake of 15,130 shares — an estimated $400K sold.

Simplicity Wealth first reported a position in IBDZ in Q3 2025 and held it in 1 quarter. The position peaked at $400K in Q3 2025. 108 funds tracked by Wall St. Rank hold IBDZ as of Q4 2025.

  • Simplicity Wealth reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 15,130 iShares iBonds Dec 2034 Term Corporate ETF shares in Q4 2025, an estimated $400K.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Simplicity Wealth's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $400K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.