ASN
IBHD

Advisory Services Network’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Advisory Services Network’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
2020
Q4 		– Sell
-2,823
Closed -$67.5K – 3790
2020
Q3 		$66K Buy
+2,823
New +$66.3K ﹤0.01% 1451
2020
Q2 		– Sell
-2,085
Closed -$46K – 2840
2020
Q1 		$46K Hold
2,085
– – ﹤0.01% 1435
2019
Q4 		$53K Buy
+2,085
New +$52.6K ﹤0.01% 1470

Other funds holding IBHD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's IBHD Position: Q4 2020 in Review

Advisory Services Network sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2020, closing a stake of 2,823 shares — an estimated $67.5K sold.

Advisory Services Network first reported a position in IBHD in Q4 2019 and held it in 3 quarters. The position peaked at $66K in Q3 2020. 8 funds tracked by Wall St. Rank hold IBHD as of Q4 2020.

  • Advisory Services Network reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 2,823 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2020, an estimated $67.5K.
  • Advisory Services Network first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2019 and held it in 3 quarters.
  • Advisory Services Network's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $66K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.