Sarver Vrooman Wealth Advisors IBDZ holdings history
ISHARESIBONDSDEC2034TMCORP · CUSIP 46438G653 · CIK 2076215
As of 2026-06-30, Sarver Vrooman Wealth Advisors reported 1.68M IBDZ (shares), valued at $43.58M, or 25.98% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares increased 1.57%; reported value increased 1.05%, and weight changed -0.58 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 | 25.98% | 1,681,034 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 26.56% | 1,654,974 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 0.35% | 21,073 | SEC filing ↗Filed Apr 23, 2026Amended |
| Q3 2025 | 0.35% | 20,609 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.17% | 9,666 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 0.16% | 9,196 | SEC filing ↗Filed Jul 8, 2025 |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | 0.16% | 9,196 | $237.12K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 8, 2025 |
| Q2 2025 | 0.17% | 9,666 | $252.57K | Shares increased 5.11%; reported value increased 6.52%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 0.35% | 20,609 | $545.52K | Shares increased 113.21%; reported value increased 115.99%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.35% | 21,073 | $555.70K | Shares increased 2.25%; reported value increased 1.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q1 2026 | 26.56% | 1,654,974 | $43.13M | Shares increased 7753.53%; reported value increased 7661.20%, and weight changed +26.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 25.98% | 1,681,034 | $43.58M | Shares increased 1.57%; reported value increased 1.05%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 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.