Alterna Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
24,731
-49
| -0.2% | -$1.19K | 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% | +$43.3K | 0.36% | 57 |
|
|
2024
Q3 | $387K | Buy |
15,945
+413
| +3% | +$10K | 0.35% | 60 |
|
|
2024
Q2 | $370K | Buy |
15,532
+1,405
| +10% | +$33.5K | 0.32% | 71 |
|
|
2024
Q1 | $337K | Buy |
+14,127
| New | +$337K | 0.27% | 65 |
|