AWM
IBHD

Aprio Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Aprio Wealth Management’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
-120,020
Closed -$2.8M – 330
2024
Q3 		$2.8M Buy
+120,020
New +$2.78M 0.45% 40

Other funds holding IBHD

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

Aprio Wealth Management's IBHD Position: Q4 2024 in Review

Aprio Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 120,020 shares — an estimated $2.8M sold.

Aprio Wealth Management first reported a position in IBHD in Q3 2024 and held it in 1 quarter. The position peaked at $2.8M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Aprio Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 120,020 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.8M.
  • Aprio Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2024 and held it in 1 quarter.
  • Aprio Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.8M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Aprio Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.