Alterna Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
36,580
+4,082
| +13% | +$99.1K | 0.71% | 41 |
|
|
2025
Q1 | $786K | Buy |
32,498
+11,835
| +57% | +$286K | 0.6% | 41 |
|
|
2024
Q4 | $495K | Buy |
20,663
+1,182
| +6% | +$28.3K | 0.42% | 51 |
|
|
2024
Q3 | $475K | Buy |
19,481
+137
| +0.7% | +$3.34K | 0.43% | 52 |
|
|
2024
Q2 | $459K | Buy |
19,344
+1,406
| +8% | +$33.4K | 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 | +$419K | 0.47% | 46 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 45 |
|