BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$1.55M	Buy	59,670 +9,960	+20%	+$259K	0.21%	89
2026 Q1	$1.3M	Buy	49,710 +11,774	+31%	+$310K	0.17%	108
2025 Q4	$1M	Buy	37,936 +1,988	+6%	+$52.6K	0.13%	134
2025 Q3	$952K	Buy	35,948 +4,543	+14%	+$119K	0.13%	126
2025 Q2	$821K	Buy	31,405 +2,818	+10%	+$72K	0.13%	148
2025 Q1	$737K	Buy	28,587 +1,447	+5%	+$37K	0.12%	161
2024 Q4	$691K	Buy	27,140 +12,299	+83%	+$319K	0.12%	158
2024 Q3	$396K	Buy	+14,841	New	+$388K	0.06%	301

Other funds holding IBDZ

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IBDZ Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q2 2026, buying an estimated $259K and bringing the position to 59,670 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #89.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 59,670 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.55M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 9,960 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $259K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.21% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #89 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.