APP
IBHD

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

Avantax Planning 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
2024
Q4 		– Sell
-120,121
Closed -$2.8M – 458
2024
Q3 		$2.8M Sell
120,121
-2,442
-2% -$56.6K 0.1% 109
2024
Q2 		$2.85M Buy
122,563
+10,420
+9% +$242K 0.09% 119
2024
Q1 		$2.61M Buy
+112,143
New +$2.61M 0.08% 129

Other funds holding IBHD

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

Avantax Planning Partners's IBHD Position: Q4 2024 in Review

Avantax Planning Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 120,121 shares — an estimated $2.8M sold.

Avantax Planning Partners first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $2.85M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Avantax Planning Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 120,121 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.8M.
  • Avantax Planning Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • Avantax Planning Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.85M in Q2 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 Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.