XF
IBDZ icon

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

XML 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 		$423K Buy
16,245
+2,768
+21% +$72.1K 0.03% 312
2026
Q1 		$351K Buy
13,477
+4,811
+56% +$127K 0.03% 312
2025
Q4 		$229K Buy
+8,666
New +$229K 0.02% 386

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 $170M AUM 4.33% 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

XML Financial's IBDZ Position: Q2 2026 in Review

XML Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 21% in Q2 2026, buying an estimated $72.1K and bringing the position to 16,245 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #312.

XML Financial first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • XML Financial held 16,245 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $423K as of Q2 2026.
  • XML Financial bought 2,768 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $72.1K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #312 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.