Alterna Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Alterna Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-61,984	Closed	-$1.56M	–	118
2024 Q3	$1.56M	Hold	61,984	–	–	1.4%	19
2024 Q2	$1.56M	Buy	61,984 +31,860	+106%	+$798K	1.36%	21
2024 Q1	$755K	Buy	30,124 +5,688	+23%	+$142K	0.61%	39
2023 Q4	$609K	Buy	24,436 +5,620	+30%	+$139K	0.73%	39
2023 Q3	$465K	Buy	+18,816	New	+$464K	0.59%	46
2023 Q2	–	Hold	0	–	–	–	45
2023 Q1	–	Hold	0	–	–	–	45

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alterna Wealth Management's IBDP Position: Q4 2024 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 61,984 shares — an estimated $1.56M sold.

Alterna Wealth Management first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $1.56M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Alterna Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Alterna Wealth Management sold 61,984 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.56M.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
Alterna Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.56M in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.