AWM
IBDQ

Alterna Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Alterna Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36,578
Closed -$921K – 108
2025
Q3 		$921K Sell
36,578
-4,801
-12% -$121K 0.76% 39
2025
Q2 		$1.04M Sell
41,379
-131,047
-76% -$3.29M 0.83% 34
2025
Q1 		$4.34M Sell
172,426
-9,380
-5% -$236K 3.29% 7
2024
Q4 		$4.55M Sell
181,806
-2,859
-2% -$71.6K 3.84% 6
2024
Q3 		$4.64M Buy
184,665
+111,420
+152% +$2.78M 4.16% 5
2024
Q2 		$1.82M Buy
73,245
+50,553
+223% +$1.25M 1.59% 18
2024
Q1 		$563K Buy
22,692
+7,896
+53% +$196K 0.46% 48
2023
Q4 		$366K Buy
14,796
+5,525
+60% +$135K 0.44% 53
2023
Q3 		$226K Buy
+9,271
New +$226K 0.29% 64
2023
Q2 		– Hold
0
– – – 88
2023
Q1 		– Hold
0
– – – 74

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alterna Wealth Management's IBDQ Position: Q4 2025 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 36,578 shares — an estimated $921K sold.

Alterna Wealth Management first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $4.64M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 36,578 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $921K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.64M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.