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Independent Advisor Alliance’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Independent Advisor Alliance’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
-9,781
Closed -$228K – 1324
2026
Q1 		$228K Buy
+9,781
New +$229K ﹤0.01% 1443

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

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

Independent Advisor Alliance sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 9,781 shares — an estimated $228K sold.

Independent Advisor Alliance first reported a position in IBDU in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,781 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $228K.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $228K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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