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 Q3	$477K	Sell	19,115 -3,850	-17%	-$96.7K	0.26%	70
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Alterna Wealth Management's IBDT Position: Q3 2026 in Review

Alterna Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 17% in Q3 2026, selling an estimated $96.7K and leaving 19,115 shares worth $477K. The position accounts for 0.26% of the portfolio, ranked #70.

Alterna Wealth Management first reported a position in IBDT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 300 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Alterna Wealth Management held 19,115 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $477K as of Q3 2026.
Alterna Wealth Management sold 3,850 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $96.7K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.26% of Alterna Wealth Management's portfolio in Q3 2026, its #70 holding.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Alterna Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.02M in Q1 2026.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.