Independent Advisor Alliance’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Independent Advisor Alliance’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-79,079	Closed	-$1.92M	–	1322
2026 Q1	$1.92M	Buy	+79,079	New	+$1.92M	0.02%	568
2025 Q1	–	Sell	-29,873	Closed	-$716K	–	1059
2024 Q4	$716K	Buy	+29,873	New	+$719K	0.01%	830

Other funds holding IBDS

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

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

HPC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

Independent Advisor Alliance's IBDS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 79,079 shares — an estimated $1.92M sold.

Independent Advisor Alliance first reported a position in IBDS in Q4 2024 and held it in 2 quarters. The position peaked at $1.92M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 79,079 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.92M.
Independent Advisor Alliance first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.92M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.