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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.9M Buy
1,220,656
+42,868
+4% +$1.12M 1.44% 30
2025
Q1 		$30.4M Buy
1,177,788
+57,102
+5% +$1.47M 1.54% 29
2024
Q4 		$28.5M Sell
1,120,686
-309,233
-22% -$7.87M 1.4% 28
2024
Q3 		$38.2M Buy
1,429,919
+24,402
+2% +$652K 1.82% 25
2024
Q2 		$35.6M Buy
+1,405,517
New +$35.6M 1.84% 26