AWM
IBDK

Alterna Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Alterna Wealth Management’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-73,849
Closed -$1.83M – 138
2019
Q3 		$1.83M Buy
73,849
+4,655
+7% +$116K 2.17% 14
2019
Q2 		$1.72M Buy
69,194
+2,079
+3% +$51.6K 2.07% 16
2019
Q1 		$1.67M Buy
67,115
+13,217
+25% +$328K 1.41% 24
2018
Q4 		$1.34M Buy
+53,898
New +$1.34M 0.22% 76

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Alterna Wealth Management's IBDK Position: Q4 2019 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 73,849 shares — an estimated $1.83M sold.

Alterna Wealth Management first reported a position in IBDK in Q4 2018 and held it in 4 quarters. The position peaked at $1.83M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 73,849 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.83M.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.83M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Alterna Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.