Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Alterna Wealth Management, Inc

$120 Million
Q2 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 36,580 shares of IBDS stock, worth $888,162. This represents 0.74% of its overall portfolio holdings.

Number of Shares

36,580

Previous 32,498 12.56%

Holding current value

$888,162

Previous $785,000 12.99%

% of portfolio

0.74%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$23.96 - $24.27 $97,804 - $99,070	4,082 Added 12.56%	36,580 $887,000
Q1 2025 Apr 28, 2025	BUY	$23.9 - $24.18 $282,856 - $286,170	11,835 Added 57.28%	32,498 $785,000
Q4 2024 Jan 24, 2025	BUY	$23.88 - $24.32 $28,226 - $28,746	1,182 Added 6.07%	20,663 $495,000
Q3 2024 Oct 30, 2024	BUY	$23.63 - $24.42 $3,237 - $3,345	137 Added 0.71%	19,481 $474,000
Q2 2024 Jul 12, 2024	BUY	$23.48 - $23.77 $33,012 - $33,420	1,406 Added 7.84%	19,344 $459,000
Q1 2024 May 03, 2024	BUY	$23.67 - $24.03 $424,592 - $431,050	17,938 New	17,938 $426,000
Q3 2022 Nov 09, 2022	BUY	$22.77 - $24.53 $408,015 - $439,553	17,919 New	17,919 $412,000

Others Institutions Holding IBDS

# of Institutions

414

Shares Held

106M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History