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IBDZ — ISHARESIBONDSDEC2034TMCORP

Reported value held$111.04M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)7
Institutional value$109.02M · 4.18M sh
New / Add / Cut / Exit1 / 3 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +12.9% (+477.76K sh)
Institutional value change Up +12.8%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — —

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