Wells Fargo
IBDZ

Wells Fargo’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Wells Fargo’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 		$16.3M Buy
625,178
+429,903
+220% +$11.3M ﹤0.01% 1662
2025
Q4 		$5.15M Buy
195,275
+145,418
+292% +$3.85M ﹤0.01% 2653
2025
Q3 		$1.32M Buy
49,857
+49,805
+95,779% +$1.3M ﹤0.01% 3612
2025
Q2 		$1.36K Buy
+52
New +$1.33K ﹤0.01% 6272

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 $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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 $570B AUM 27.57% 1-Year Est. Return

Wells Fargo's IBDZ Position: Q1 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 220% in Q1 2026, buying an estimated $11.3M and bringing the position to 625,178 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Wells Fargo first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Wells Fargo held 625,178 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $16.3M as of Q1 2026.
  • Wells Fargo bought 429,903 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $11.3M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1662 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.