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

Authentikos Wealth Advisory’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 Q2	–	Sell	-25,865	Closed	-$603K	–	76
2024 Q1	$603K	Buy	25,865 +1,068	+4%	+$24.8K	0.61%	37
2023 Q4	$576K	Buy	24,797 +23,703	+2,167%	+$548K	0.61%	36
2023 Q3	$25.4K	Buy	+1,094	New	+$25.3K	0.02%	178

Other funds holding IBHD

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

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

BWFA

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Authentikos Wealth Advisory's IBHD Position: Q2 2024 in Review

Authentikos Wealth Advisory sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2024, closing a stake of 25,865 shares — an estimated $603K sold.

Authentikos Wealth Advisory first reported a position in IBHD in Q3 2023 and held it in 3 quarters. The position peaked at $603K in Q1 2024. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

Authentikos Wealth Advisory reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 25,865 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2024, an estimated $603K.
Authentikos Wealth Advisory first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $603K in Q1 2024.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2024, filed 25 Jul 2024.