AO
IBHD

Advisor OS’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-8,774
Closed -$204K – 460
2024
Q3 		$204K Sell
8,774
-242
-3% -$5.61K 0.02% 394
2024
Q2 		$210K Buy
9,016
+16
+0.2% +$371 0.02% 371
2024
Q1 		$210K Hold
9,000
– – 0.02% 369
2023
Q4 		$209K Hold
9,000
– – 0.03% 319
2023
Q3 		$209K Hold
9,000
– – 0.03% 273
2023
Q2 		$208K Sell
9,000
-4,000
-31% -$91.8K 0.03% 282
2023
Q1 		$301K Buy
+13,000
New +$299K 0.07% 193

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisor OS's IBHD Position: Q4 2024 in Review

Advisor OS sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 8,774 shares — an estimated $204K sold.

Advisor OS first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $301K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Advisor OS reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 8,774 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $204K.
  • Advisor OS first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • Advisor OS's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $301K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.