IBDZ — ISHARES IBONDS DEC 2034 TM COR

Ownership history in ARROW FINANCIAL CORP  ·  6 quarters on record

This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in ISHARES IBONDS DEC 2034 TM COR (IBDZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.05% (2025 Q4)
Avg. % of fund
0.51%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 400,877 +113,245 +39.4% 1.05% $10.6M $26.17
2025 Q3 ADDED 287,632 +47,477 +19.8% 0.78% $7.6M $25.85
2025 Q2 ADDED 240,155 +91,755 +61.8% 0.66% $6.3M $25.20
2025 Q1 ADDED 148,400 +90,979 +158.4% 0.43% $3.8M $24.56
2024 Q4 ADDED 57,421 +50,339 +710.8% 0.14% $1.5M $24.04
2024 Q3 INITIATED 7,082 — — 0.02% $189K $24.83
% of Fund (quarterly)    IBDZ price (monthly, adj. close)

Other funds also holding IBDZ

As of 2025 Q4 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.61% Paradigm, Strategies in Wealth Management, LLC 3Y 3.75% Seneca House Advisors 3Y 7Y 2.81% 4Thought Financial Group Inc. 3Y 2.27% Guidance Point Advisors, LLC 3Y 7Y 1.58% Marathon Mission, Inc. 1.49% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 1.41% SUMMITRY LLC 3Y 7Y 1.39% Motley Fool Wealth Management, LLC 3Y 7Y 0.93% Capital Investment Advisors, LLC 3Y 7Y 0.9%
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