Truist Financial
IBDZ

Truist Financial’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Truist Financial’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 		$236K Hold
9,056
– – ﹤0.01% 2674
2026
Q1 		$236K Buy
9,056
+442
+5% +$11.6K ﹤0.01% 2548
2025
Q4 		$227K Hold
8,614
– – ﹤0.01% 2525
2025
Q3 		$228K Buy
+8,614
New +$226K ﹤0.01% 2483

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
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

Truist Financial's IBDZ Position: Q2 2026 in Review

Truist Financial held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 9,056 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Truist Financial first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q1 2026. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Truist Financial held 9,056 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $236K as of Q2 2026.
  • Truist Financial left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2674 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $236K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.