APW
IBHD

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

Austin Private Wealth’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
-19,558
Closed -$456K – 320
2024
Q3 		$456K Buy
19,558
+13
+0.1% +$302 0.04% 149
2024
Q2 		$454K Buy
19,545
+1,699
+10% +$39.4K 0.05% 126
2024
Q1 		$414K Buy
17,846
+4,391
+33% +$102K 0.05% 133
2023
Q4 		$312K Buy
+13,455
New +$311K 0.04% 149

Other funds holding IBHD

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

Austin Private Wealth's IBHD Position: Q4 2024 in Review

Austin Private Wealth sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 19,558 shares — an estimated $456K sold.

Austin Private Wealth first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $456K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Austin Private Wealth reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Austin Private Wealth sold 19,558 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $456K.
  • Austin Private Wealth first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Austin Private Wealth's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $456K 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 Austin Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.