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

Summitry LLC’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	$33.6M	Buy	1,290,108 +24,098	+2%	+$627K	1.11%	34
2026 Q1	$33M	Buy	1,266,010 +3,460	+0.3%	+$91.2K	1.16%	33
2025 Q4	$33.3M	Buy	1,262,550 +28,240	+2%	+$747K	1.39%	29
2025 Q3	$32.7M	Buy	1,234,310 +13,654	+1%	+$357K	1.38%	30
2025 Q2	$31.9M	Buy	1,220,656 +42,868	+4%	+$1.1M	1.44%	30
2025 Q1	$30.4M	Buy	1,177,788 +57,102	+5%	+$1.46M	1.54%	29
2024 Q4	$28.5M	Sell	1,120,686 -309,233	-22%	-$8.01M	1.4%	28
2024 Q3	$38.2M	Buy	1,429,919 +24,402	+2%	+$638K	1.82%	25
2024 Q2	$35.6M	Buy	+1,405,517	New	+$35.5M	1.84%	26

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summitry LLC's IBDZ Position: Q2 2026 in Review

Summitry LLC increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.9% in Q2 2026, buying an estimated $627K and bringing the position to 1,290,108 shares worth $33.6M. The position accounts for 1.11% of the portfolio, ranked #34.

Summitry LLC first reported a position in IBDZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.2M in Q3 2024. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Summitry LLC held 1,290,108 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $33.6M as of Q2 2026.
Summitry LLC bought 24,098 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $627K.
iShares iBonds Dec 2034 Term Corporate ETF made up 1.11% of Summitry LLC's portfolio in Q2 2026, its #34 holding.
Summitry LLC first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Summitry LLC's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $38.2M in Q3 2024.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.