Stony Point Wealth Management Inc. IBDZ holdings history
ISHARESIBONDSDEC2034TMCORP · CUSIP 46438G653 · CIK 1731359
As of Jun 30, 2026, Stony Point Wealth Management Inc. reported 547.03K IBDZ (shares), valued at $14.25M, or 5.04% of its reported non-derivative portfolio. Filed Jul 31, 2026.
Verify history & sources →Shares increased 10.12%; reported value increased 10.08%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.04% | 547,030 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 5.14% | 496,769 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 2.81% | 285,269 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.39% | 36,142 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 0.38% | 34,291 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 0.41% | 36,870 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 0.34% | 33,980 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 0.29% | 26,126 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.29% | 26,126 | $697.83K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 0.34% | 33,980 | $864.79K | Shares increased 30.06%; reported value increased 23.93%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.41% | 36,870 | $950.71K | Shares increased 8.51%; reported value increased 9.94%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 0.38% | 34,291 | $896.02K | Shares decreased 6.99%; reported value decreased 5.75%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 0.39% | 36,142 | $956.68K | Shares increased 5.40%; reported value increased 6.77%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 2.81% | 285,269 | $7.52M | Shares increased 689.30%; reported value increased 686.32%, and weight changed +2.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 5.14% | 496,769 | $12.95M | Shares increased 74.14%; reported value increased 72.09%, and weight changed +2.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 5.04% | 547,030 | $14.25M | Shares increased 10.12%; reported value increased 10.08%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.