SL
IBDZ

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
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 $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 $11.9B AUM 17.41% 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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return