Alterna Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Alterna Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$580K	Sell	22,965 -17,374	-43%	-$439K	0.33%	62
2026 Q1	$1.02M	Buy	40,339 +1,051	+3%	+$26.7K	0.77%	37
2025 Q4	$1M	Buy	39,288 +4,310	+12%	+$110K	0.83%	35
2025 Q3	$893K	Buy	34,978 +127	+0.4%	+$3.23K	0.73%	42
2025 Q2	$886K	Buy	34,851 +23,281	+201%	+$587K	0.71%	42
2025 Q1	$292K	Buy	+11,570	New	+$290K	0.22%	75

Other funds holding IBDT

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 43% in Q2 2026, selling an estimated $439K and leaving 22,965 shares worth $580K. The position accounts for 0.33% of the portfolio, ranked #62.

Alterna Wealth Management first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2026. 195 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Alterna Wealth Management held 22,965 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $580K as of Q2 2026.
Alterna Wealth Management sold 17,374 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $439K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.33% of Alterna Wealth Management's portfolio in Q2 2026, its #62 holding.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Alterna Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.02M in Q1 2026.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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