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Alterna Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Alterna Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Sell
12,041
-6,673
-36% -$162K 0.17% 88
2026
Q1 		$454K Sell
18,714
-4,288
-19% -$104K 0.34% 59
2025
Q4 		$557K Sell
23,002
-1,918
-8% -$46.5K 0.46% 55
2025
Q3 		$606K Buy
24,920
+189
+0.8% +$4.58K 0.5% 52
2025
Q2 		$600K Sell
24,731
-49
-0.2% -$1.18K 0.48% 54
2025
Q1 		$600K Buy
24,780
+7,035
+40% +$170K 0.46% 51
2024
Q4 		$427K Buy
17,745
+1,800
+11% +$43.4K 0.36% 57
2024
Q3 		$387K Buy
15,945
+413
+3% +$9.94K 0.35% 60
2024
Q2 		$370K Buy
15,532
+1,405
+10% +$33.4K 0.32% 71
2024
Q1 		$337K Buy
+14,127
New +$337K 0.27% 65

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Alterna Wealth Management's IBDR Position: Q2 2026 in Review

Alterna Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 36% in Q2 2026, selling an estimated $162K and leaving 12,041 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #88.

Alterna Wealth Management first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $606K in Q3 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Alterna Wealth Management held 12,041 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $292K as of Q2 2026.
  • Alterna Wealth Management sold 6,673 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $162K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.17% of Alterna Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Alterna Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $606K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.