Archford Capital Strategies, LLC IBDZ — ISHARES IBONDS DEC 2034 TERM CORPORATE ETF

Ownership history in Archford Capital Strategies, LLC  ·  7 quarters on record

AI Ownership Summary

Archford Capital Strategies, LLC reported ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows IBDZ at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Archford Capital Strategies, LLC's position in ISHARES IBONDS DEC 2034 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBDZ was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDZ stock page Archford Capital Strategies, LLC fund profile Archford Capital Strategies, LLC full holdings
How Archford Capital Strategies, LLC held IBDZ — position size vs. price
% of Fund (quarterly)    IBDZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 76,286 -4,087 -5.1% 0.20% $2.0M 2026-07-17 $25.82
2026 Q1 REDUCED — — — 80,373 -1,622 -2.0% 0.24% $2.1M 2026-04-15 $25.95
2025 Q4 REDUCED — — — 81,995 -4 -0.0% 0.25% $2.2M 2026-01-15 $25.81
2025 Q3 ADDED — — — 81,999 +2,862 +3.6% 0.26% $2.2M 2025-10-17 $25.68
2025 Q2 REDUCED — — — 79,137 -3,168 -3.8% 0.26% $2.1M 2025-07-17 $24.61
2025 Q1 ADDED — — — 82,305 +6,678 +8.8% 0.31% $2.1M 2025-04-23 $23.85
2024 Q4 INITIATED — — — 75,627 — — 0.29% $1.9M 2025-01-21 $23.62

🏢 Other funds also holding IBDZ

As of 2026 Q2 — sorted by position size

Sarver Vrooman Wealth Advisors 25.98% NESTEGG ADVISORS, INC. 7.22% Marathon Mission, Inc. 3Y 1.3% Greater Midwest Financial Group, LLC 0.18% Gradient Capital Advisors, LLC 3Y 7Y 0.12% Montecito Bank & Trust 3Y 7Y 0.1% SEAVIEW INVESTMENT MANAGERS LLC 3Y 0.08% Segment Wealth Management, LLC 3Y 7Y 0.08% Quantum Financial Advisors, LLC 3Y 0.03% Princeton Global Asset Management LLC 3Y 7Y 0.01%

FAQ About Archford Capital Strategies, LLC and IBDZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Archford Capital Strategies, LLC reported owning IBDZ?

Archford Capital Strategies, LLC reported IBDZ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IBDZ position in Archford Capital Strategies, LLC's portfolio?

The largest reported portfolio weight for IBDZ was 0.31% in 2025 Q1.

What is the latest reported IBDZ position on this page?

The most recent filing on this page is 2026 Q2, when Archford Capital Strategies, LLC reported 76,286 shares, equal to 0.20% of portfolio, with an estimated market value of $2.0M.

What does the chart on this IBDZ ownership page compare?

The chart compares Archford Capital Strategies, LLC's quarterly IBDZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Archford Capital Strategies, LLC time their IBDZ position?

Based on 13F filing dates vs. subsequent IBDZ price moves, Archford Capital Strategies, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IBDZ relative to SPY over the holding period was -9.4%.

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