Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IBDZIBDZ
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in Ishares Tr Ibonds Dec 2034 Term Corporate Etf

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 128,962 shares of IBDZ (Ishares Tr Ibonds Dec 2034 Term Corporate Etf), worth $3.2M as of 2026-Q3. The position was increased (+9.2% shares). IBDZ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.2M

Current Shares

128,962

Total Value Change

+$2.8M

Total Shares Change

+113,166

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
128,962
+9.2%
$3.2M0.0%$24.52
29
2026-Q2
Increased
118,097
+39.2%
$3M0.0%$25.72
35
2026-Q1
Increased
84,814
+325.2%
$2.2M0.0%$25.43
42
2025-Q4
Increased
19,945
+26.3%
$527,5380.0%$25.53
30
2025-Q3
New
15,796
-
$417,8050.0%$25.22
33

Other major holders of IBDZ: Aptus Capital Advisors, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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