WMWM
IBDZ

Wilkins Miller Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Wilkins Miller Wealth Management’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 		$229K Sell
8,772
-328
-4% -$8.54K 0.13% 86
2026
Q1 		$237K Sell
9,100
-77
-0.8% -$2.03K 0.14% 81
2025
Q4 		$242K Buy
9,177
+90
+1% +$2.38K 0.14% 82
2025
Q3 		$241K Buy
+9,087
New +$238K 0.15% 86

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wilkins Miller Wealth Management's IBDZ Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 3.6% in Q2 2026, selling an estimated $8.54K and leaving 8,772 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #86.

Wilkins Miller Wealth Management first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q4 2025. 28 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Wilkins Miller Wealth Management held 8,772 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $229K as of Q2 2026.
  • Wilkins Miller Wealth Management sold 328 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $8.54K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.13% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Wilkins Miller Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $242K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.