ALTERNA WEALTH MANAGEMENT, INC IBDQ Holdings History
ALTERNA WEALTH MANAGEMENT, INC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 172,426.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $4.34 Mil. This investment constitutes 3.29% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0.14% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2023Q1. And since then ALTERNA WEALTH MANAGEMENT, INC has made 5 purchases of IBDQ, at an average price of $24.85, for a total of 184,665.00 shares. In addition, there have been 2 sales at an average price of $25.10 for 12,239.00 shares. Based on historical transaction data and IBDQ's current price of $25.16, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his IBDQ holdings is $56,378.73, reflecting a 1.23% gain to date.
ALTERNA WEALTH MANAGEMENT, INC IBDQ ($25.16) Holding Chart
ALTERNA WEALTH MANAGEMENT, INC IBDQ ($25.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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