Alpha Financial Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Alpha Financial Partners’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 Q3	–	Sell	-23,836	Closed	-$550K	–	93
2023 Q2	$550K	Sell	23,836 -36,791	-61%	-$845K	0.59%	36
2023 Q1	$1.4M	Sell	60,627 -39,198	-39%	-$902K	1.58%	10
2022 Q4	$2.27M	Buy	+99,825	New	+$2.26M	2.75%	9

Other funds holding IBHD

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alpha Financial Partners's IBHD Position: Q3 2023 in Review

Alpha Financial Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2023, closing a stake of 23,836 shares — an estimated $550K sold.

Alpha Financial Partners first reported a position in IBHD in Q4 2022 and held it in 3 quarters. The position peaked at $2.27M in Q4 2022. 101 funds tracked by Wall St. Rank hold IBHD as of Q3 2023.

Alpha Financial Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
Alpha Financial Partners sold 23,836 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2023, an estimated $550K.
Alpha Financial Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 3 quarters.
Alpha Financial Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.27M in Q4 2022.
101 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2023.

Based on Alpha Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.