A detailed history of Alterna Wealth Management, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 184,665 shares of IBDQ stock, worth $4.62 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares
184,665
Previous 73,245 152.12%
Holding current value
$4.62 Million
Previous $1.82 Million 154.67%
% of portfolio
4.3%
Previous 1.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$24.78 - $25.11 $2.76 Million - $2.8 Million
111,420 Added 152.12%
184,665 $4.64 Million
Q2 2024

Jul 12, 2024

BUY
$24.69 - $24.86 $1.25 Million - $1.26 Million
50,553 Added 222.78%
73,245 $1.82 Million
Q1 2024

May 03, 2024

BUY
$24.7 - $24.84 $195,031 - $196,136
7,896 Added 53.37%
22,692 $562,000
Q4 2023

Feb 06, 2024

BUY
$24.29 - $24.76 $134,202 - $136,799
5,525 Added 59.59%
14,796 $366,000
Q1 2023

May 26, 2023

BUY
$24.13 - $24.64 $223,709 - $228,437
9,271 New
9,271 $227,000

Others Institutions Holding IBDQ

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.