Alterna Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Alterna Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,923	Closed	-$244K	–	113
2026 Q2	$244K	Sell	10,923 -5,063	-32%	-$113K	0.14%	98
2026 Q1	$359K	Hold	15,986	–	–	0.27%	72
2025 Q4	$359K	Buy	15,986 +284	+2%	+$6.39K	0.3%	75
2025 Q3	$354K	Hold	15,702	–	–	0.29%	72
2025 Q2	$353K	Buy	15,702 +1,245	+9%	+$27.9K	0.28%	69
2025 Q1	$324K	Buy	+14,457	New	+$322K	0.25%	70

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

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

Alterna Wealth Management sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026, closing a stake of 10,923 shares — an estimated $244K sold.

Alterna Wealth Management first reported a position in IBTH in Q1 2025 and held it in 6 quarters. The position peaked at $359K in Q4 2025. 209 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Alterna Wealth Management reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Alterna Wealth Management sold 10,923 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $244K.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and held it in 6 quarters.
Alterna Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $359K in Q4 2025.
209 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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