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 Q3	$240K	Sell	10,577 -3,482	-25%	-$80K	0.13%	95
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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

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

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 25% in Q3 2026, selling an estimated $80K and leaving 10,577 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #95.

Alterna Wealth Management first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $813K in Q3 2025. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Alterna Wealth Management held 10,577 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $240K as of Q3 2026.
Alterna Wealth Management sold 3,482 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $80K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.13% of Alterna Wealth Management's portfolio in Q3 2026, its #95 holding.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Alterna Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $813K in Q3 2025.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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