Allworth Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Allworth Financial’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	–	Sell	-315,742	Closed	-$7.34M	–	5277
2026 Q1	$7.34M	Buy	+315,742	New	+$7.39M	0.03%	297
2025 Q4	–	Sell	-102,876	Closed	-$2.41M	–	5147
2025 Q3	$2.41M	Buy	102,876 +24,002	+30%	+$561K	0.01%	469
2025 Q2	$1.84M	Buy	78,874 +17,103	+28%	+$394K	0.01%	500
2025 Q1	$1.42M	Sell	61,771 -2,470	-4%	-$56.6K	0.01%	463
2024 Q4	$1.47M	Buy	64,241 +47,323	+280%	+$1.09M	0.01%	461
2024 Q3	$398K	Hold	16,918	–	–	﹤0.01%	636
2024 Q2	$387K	Buy	16,918 +16,009	+1,761%	+$361K	﹤0.01%	633
2024 Q1	$20.7K	Hold	909	–	–	﹤0.01%	1752
2023 Q4	$21K	Buy	+909	New	+$20.1K	﹤0.01%	1625

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

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 Zurich, Switzerland $786B AUM 40.34% 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

Allworth Financial's IBDU Position: Q2 2026 in Review

Allworth Financial sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 315,742 shares — an estimated $7.34M sold.

Allworth Financial first reported a position in IBDU in Q4 2023 and held it in 9 quarters. The position peaked at $7.34M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Allworth Financial reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 315,742 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $7.34M.
Allworth Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 9 quarters.
Allworth Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $7.34M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.