XF
IBDZ

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
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 $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

XML Financial's IBDZ Position: Q1 2026 in Review

XML Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 56% in Q1 2026, buying an estimated $127K and bringing the position to 13,477 shares worth $351K. 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 2 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • XML Financial held 13,477 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $351K as of Q1 2026.
  • XML Financial bought 4,811 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $127K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of XML Financial's portfolio in Q1 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 2 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.