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

Avantax Advisory Services’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	-96,488	Closed	-$2.25M	–	2292
2024 Q3	$2.25M	Buy	96,488 +1,394	+1%	+$32.3K	0.01%	645
2024 Q2	$2.21M	Buy	95,094 +72,078	+313%	+$1.67M	0.02%	624
2024 Q1	$537K	Buy	+23,016	New	+$535K	﹤0.01%	1000
2022 Q3	–	Sell	-9,509	Closed	-$211K	–	1393
2022 Q2	$211K	Buy	+9,509	New	+$219K	﹤0.01%	1178

Other funds holding IBHD

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

Avantax Advisory Services's IBHD Position: Q4 2024 in Review

Avantax Advisory Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 96,488 shares — an estimated $2.25M sold.

Avantax Advisory Services first reported a position in IBHD in Q2 2022 and held it in 4 quarters. The position peaked at $2.25M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Avantax Advisory Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 96,488 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.25M.
Avantax Advisory Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2022 and held it in 4 quarters.
Avantax Advisory Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.25M 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 Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.