IBDZ — ISHARESIBONDSDEC2034TMCORP
As of Q2 2026, 7 SEC-registered investment managers reported holding IBDZ (ISHARESIBONDSDEC2034TMCORP) in their latest 13F filings, with a combined reported value of $109.02M across 4.18M shares. That is +12.9% by share count (+477.76K shares) versus the previous quarter, while reported value moved +12.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.51M | $39.46M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 1.36M | $35.45M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 662.02K | $17.25M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 368.53K | $9.60M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 278.29K | $7.25M | 0.00% | New |
| Goldman Sachs Group history | Q4 2025 | 50.25K | $1.33M | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2025 | 26.34K | $694.45K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 341 | $8.87K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 50 | $1.30K | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 278.29K sh · $7.25M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | 129.91K | 169.24K | 884.47K | 1.29M | 1.50M | 1.51M |
| Bank of America Corp | — | 608.72K | 691.19K | 692.46K | 770.11K | 1.06M | 1.21M | 1.36M |
| Wells Fargo & Co | — | — | — | 52 | 49.86K | 195.28K | 625.18K | 662.02K |
| UBS Group AG | 8.88K | 233.97K | 385.89K | 301.08K | 324.13K | 359.19K | 369.67K | 368.53K |
| Citadel Advisors | — | 34.00K | 8.69K | — | 40.33K | 21.80K | — | 278.29K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1.00K | 341 |
| BlackRock Inc | 135.00K | 25.05K | 49 | 49 | 50 | 50 | 50 | 50 |
| JPMorgan Chase & Co | — | — | 768 | — | 80.74K | 26.34K | — | — |
| Goldman Sachs Group | — | — | — | — | — | 50.25K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details