AWM
IBHD

Alterna Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Alterna Wealth Management’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,312
Closed -$217K – 117
2024
Q3 		$217K Hold
9,312
– – 0.19% 88
2024
Q2 		$216K Sell
9,312
-69
-0.7% -$1.6K 0.19% 99
2024
Q1 		$219K Buy
+9,381
New +$218K 0.18% 89

Other funds holding IBHD

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alterna Wealth Management's IBHD Position: Q4 2024 in Review

Alterna Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 9,312 shares — an estimated $217K sold.

Alterna Wealth Management first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Alterna Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Alterna Wealth Management sold 9,312 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $217K.
  • Alterna Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • Alterna Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $219K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.