Alliance Wealth Advisors (Utah)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Sell	17,629 -4,519	-20%	-$114K	0.08%	148
2026 Q1	$561K	Sell	22,148 -10,876	-33%	-$277K	0.12%	121
2025 Q4	$841K	Sell	33,024 -7,841	-19%	-$200K	0.18%	123
2025 Q3	$1.04M	Buy	40,865 +17,034	+71%	+$433K	0.24%	113
2025 Q2	$606K	Buy	+23,831	New	+$601K	0.15%	141

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Alliance Wealth Advisors (Utah) reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q2 2026, selling an estimated $114K and leaving 17,629 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #148.

Alliance Wealth Advisors (Utah) first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Alliance Wealth Advisors (Utah) held 17,629 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $445K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 4,519 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $114K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #148 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Alliance Wealth Advisors (Utah)'s iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.04M in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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