Wealth Enhancement Advisory Services
IBDZ

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.04M Buy
118,097
+33,283
+39% +$867K 0.01% 1309
2026
Q1 		$2.21M Buy
84,814
+64,869
+325% +$1.71M ﹤0.01% 1342
2025
Q4 		$528K Buy
19,945
+4,149
+26% +$110K ﹤0.01% 2435
2025
Q3 		$418K Buy
+15,796
New +$414K ﹤0.01% 2507

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 39% in Q2 2026, buying an estimated $867K and bringing the position to 118,097 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #1309.

Wealth Enhancement Advisory Services first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 118,097 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.04M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 33,283 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $867K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1309 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.