AWM
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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alterna Wealth Management's IBTH Position: Q2 2026 in Review

Alterna Wealth Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 32% in Q2 2026, selling an estimated $113K and leaving 10,923 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #98.

Alterna Wealth Management first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $359K in Q4 2025. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Alterna Wealth Management held 10,923 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $244K as of Q2 2026.
  • Alterna Wealth Management sold 5,063 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $113K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.14% of Alterna Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Alterna Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $359K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.