AWM
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Alterna Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Alterna Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,284
Closed -$249K – 110
2025
Q4 		$249K Buy
+11,284
New +$250K 0.21% 88

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Alterna Wealth Management's IBDV Position: Q1 2026 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2026, closing a stake of 11,284 shares — an estimated $249K sold.

Alterna Wealth Management first reported a position in IBDV in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 11,284 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $249K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Alterna Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $249K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Alterna Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.