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Alliance Wealth Advisors (Utah)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Buy
+19,427
New +$450K 0.08% 144
2026
Q1 		– Sell
-36,309
Closed -$850K – 246
2025
Q4 		$850K Buy
+36,309
New +$851K 0.18% 117
2025
Q3 		– Sell
-26,143
Closed -$610K – 292
2025
Q2 		$610K Buy
+26,143
New +$603K 0.15% 140

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

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

Alliance Wealth Advisors (Utah) opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 19,427 shares worth $450K. The stake represents 0.08% of the portfolio and ranks #144 among its holdings. This is a return to the name: Alliance Wealth Advisors (Utah) previously reported a position in IBDU as recently as Q4 2025.

Alliance Wealth Advisors (Utah) first reported a position in IBDU in Q2 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 19,427 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $450K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #144 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 3 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares iBonds Dec 2029 Term Corporate ETF position peaked at $850K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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