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

Stonebrook Private’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	$2.44M	Buy	93,518 +1,469	+2%	+$38.3K	0.44%	47
2026 Q1	$2.4M	Buy	92,049 +4,849	+6%	+$128K	0.51%	44
2025 Q4	$2.3M	Buy	87,200 +2,816	+3%	+$74.5K	0.48%	43
2025 Q3	$2.23M	Buy	84,384 +935	+1%	+$24.5K	0.48%	57
2025 Q2	$2.18M	Buy	83,449 +1,890	+2%	+$48.3K	0.51%	55
2025 Q1	$2.1M	Buy	81,559 +4,346	+6%	+$111K	0.55%	56
2024 Q4	$1.97M	Buy	+77,213	New	+$2M	0.51%	55

Other funds holding IBDZ

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Stonebrook Private's IBDZ Position: Q2 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.6% in Q2 2026, buying an estimated $38.3K and bringing the position to 93,518 shares worth $2.44M. The position accounts for 0.44% of the portfolio, ranked #47.

Stonebrook Private first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Stonebrook Private held 93,518 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.44M as of Q2 2026.
Stonebrook Private bought 1,469 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $38.3K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.44% of Stonebrook Private's portfolio in Q2 2026, its #47 holding.
Stonebrook Private first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.