AC
IBHD

Adroit Compliance’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Adroit Compliance’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$419K Buy
+18,064
New +$418K 0.09% 42

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Adroit Compliance's IBHD Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2023: 18,064 shares worth $419K. The stake represents 0.09% of the portfolio and ranks #42 among its holdings.

130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

  • Adroit Compliance held 18,064 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $419K as of Q4 2023.
  • iShares iBonds 2024 Term High Yield and Income ETF was a new Adroit Compliance position in Q4 2023.
  • iShares iBonds 2024 Term High Yield and Income ETF made up 0.09% of Adroit Compliance's portfolio in Q4 2023, its #42 holding.
  • 130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.