AWM
IBDO

Alterna Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Alterna Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,466
Closed -$468K – 82
2023
Q3 		$468K Buy
+18,466
New +$467K 0.6% 45
2023
Q2 		– Hold
0
– – – 40
2023
Q1 		– Hold
0
– – – 41
2020
Q4 		$1.1M Sell
41,910
-3,880
-8% -$102K 1.39% 24
2020
Q3 		$1.2M Buy
+45,790
New +$1.2M 1.74% 20

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alterna Wealth Management's IBDO Position: Q4 2023 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 18,466 shares — an estimated $468K sold.

Alterna Wealth Management first reported a position in IBDO in Q3 2020 and held it in 3 quarters. The position peaked at $1.2M in Q3 2020. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 18,466 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $468K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.2M in Q3 2020.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Alterna Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.