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Alterna Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Alterna Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
14,059
-20,019
-59% -$464K 0.19% 79
2026
Q1 		$793K Hold
34,078
– – 0.6% 46
2025
Q4 		$798K Sell
34,078
-551
-2% -$12.9K 0.66% 43
2025
Q3 		$813K Buy
34,629
+127
+0.4% +$2.97K 0.67% 46
2025
Q2 		$805K Buy
34,502
+21,026
+156% +$485K 0.64% 46
2025
Q1 		$312K Buy
+13,476
New +$309K 0.24% 74

Other funds holding IBDU

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
SL
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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 59% in Q2 2026, selling an estimated $464K and leaving 14,059 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #79.

Alterna Wealth Management first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $813K in Q3 2025. 179 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Alterna Wealth Management held 14,059 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $326K as of Q2 2026.
  • Alterna Wealth Management sold 20,019 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $464K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Alterna Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Alterna Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $813K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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