Alliance Wealth Advisors (Utah)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Sell	20,280 -5,185	-20%	-$113K	0.08%	150
2026 Q1	$557K	Sell	25,465 -12,330	-33%	-$272K	0.12%	122
2025 Q4	$834K	Buy	+37,795	New	+$836K	0.18%	126

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Alliance Wealth Advisors (Utah) reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 20% in Q2 2026, selling an estimated $113K and leaving 20,280 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #150.

Alliance Wealth Advisors (Utah) first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $834K in Q4 2025. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Alliance Wealth Advisors (Utah) held 20,280 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $442K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 5,185 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #150 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Alliance Wealth Advisors (Utah)'s iShares iBonds Dec 2030 Term Corporate ETF position peaked at $834K in Q4 2025.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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