Alliance Wealth Advisors (Utah)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-41,013	Closed	-$1.03M	–	281
2025 Q3	$1.03M	Buy	+41,013	New	+$1.03M	0.24%	118
2025 Q2	–	Hold	0	–	–	–	144

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IBDQ Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 41,013 shares — an estimated $1.03M sold.

Alliance Wealth Advisors (Utah) first reported a position in IBDQ in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 41,013 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.03M.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
Alliance Wealth Advisors (Utah)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.03M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.