§ EQUITY
USDIBDZ
ISHARESIBONDSDEC2034TMCORP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
89 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| SUMMITRY LLC | 2.5M | n/a | +101% |
| Capital Investment Advisors, LLC | 2.5M | n/a | +11% |
| Summit Financial, LLC | 1.8M | 0.6% | +6% |
| Sarver Vrooman Wealth Advisors | 1.7M | 26.6% | n/a |
| Morgan Stanley | 1.5M | 0.0% | n/a |
| Aptus Capital Advisors, LLC | 1.4M | 0.3% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IBDZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER81.3% · 101 holders
DEALER / BANK16.9% · 13 holders
QUALITY / COMPOUNDER1.7% · 2 holders
INCOME / DEFENSIVE0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBDZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBDZ yet.