SPIA
IBDZ

Steward Partners Investment Advisory’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Steward Partners Investment Advisory’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 		$156 Buy
+6
New +$158 ﹤0.01% 4330

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
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's IBDZ Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q1 2026: 6 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #4330 among its holdings.

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

  • Steward Partners Investment Advisory held 6 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $156 as of Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4330 holding.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.