AWM
IBTD

Alterna Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Alterna Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46,263
Closed -$1.15M – 83
2023
Q3 		$1.15M Buy
46,263
+31,743
+219% +$786K 1.47% 20
2023
Q2 		$360K Buy
+14,520
New +$359K 0.42% 52

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alterna Wealth Management's IBTD Position: Q4 2023 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 46,263 shares — an estimated $1.15M sold.

Alterna Wealth Management first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $1.15M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 46,263 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.15M.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.15M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Alterna Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.