AWM
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Alterna Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Alterna Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Sell
32,145
-4,509
-12% -$109K 0.45% 57
2026
Q1 		$888K Buy
36,654
+1,081
+3% +$26.2K 0.67% 42
2025
Q4 		$864K Sell
35,573
-1,157
-3% -$28.1K 0.72% 40
2025
Q3 		$894K Buy
36,730
+150
+0.4% +$3.64K 0.74% 41
2025
Q2 		$888K Buy
36,580
+4,082
+13% +$98.5K 0.71% 41
2025
Q1 		$786K Buy
32,498
+11,835
+57% +$285K 0.6% 41
2024
Q4 		$495K Buy
20,663
+1,182
+6% +$28.5K 0.42% 51
2024
Q3 		$475K Buy
19,481
+137
+0.7% +$3.3K 0.43% 52
2024
Q2 		$459K Buy
19,344
+1,406
+8% +$33.3K 0.4% 58
2024
Q1 		$427K Buy
+17,938
New +$427K 0.35% 57
2023
Q1 		– Sell
-17,919
Closed -$419K – 119
2022
Q4 		$419K Buy
+17,919
New +$415K 0.47% 46
2022
Q3 		– Hold
0
– – – 45

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, selling an estimated $109K and leaving 32,145 shares worth $779K. The position accounts for 0.45% of the portfolio, ranked #57.

Alterna Wealth Management first reported a position in IBDS in Q4 2022 and has held it in 11 quarters since. The position peaked at $894K in Q3 2025. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Alterna Wealth Management held 32,145 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $779K as of Q2 2026.
  • Alterna Wealth Management sold 4,509 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $109K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.45% of Alterna Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 11 quarters since.
  • Alterna Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $894K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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