AF
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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
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

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ACA
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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return