Alliance Wealth Advisors (Utah)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	146
2026 Q1	–	Sell	-34,557	Closed	-$837K	–	119
2025 Q4	$837K	Sell	34,557 -8,112	-19%	-$197K	0.18%	125
2025 Q3	$1.04M	Buy	+42,669	New	+$1.03M	0.24%	116
2025 Q2	–	Hold	0	–	–	–	143

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IBDR Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 0 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #146.

Alliance Wealth Advisors (Utah) first reported a position in IBDR in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Alliance Wealth Advisors (Utah) held 0 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $449K as of Q2 2026.
Alliance Wealth Advisors (Utah) left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #146 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
Alliance Wealth Advisors (Utah)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.04M in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.