BBJS Financial Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

BBJS Financial Advisors’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 Q3	$240K	Buy	10,324 +4	+0%	+$93	0.09%	44
2024 Q2	$240K	Buy	10,320 +3	+0%	+$70	0.09%	40
2024 Q1	$241K	Buy	10,317 +3	+0%	+$70	0.09%	46
2023 Q4	$239K	Buy	10,314 +4	+0%	+$93	0.08%	47
2023 Q3	$239K	Buy	10,310 +4	+0%	+$92	0.09%	48
2023 Q2	$238K	Buy	10,306 +4	+0%	+$92	0.1%	48
2023 Q1	$238K	Buy	10,302 +2	+0%	+$46	0.1%	49
2022 Q4	$234K	Buy	+10,300	New	+$233K	0.11%	54

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BBJS Financial Advisors's IBHD Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares iBonds 2024 Term High Yield and Income ETF (IBHD) stake by 0.04% in Q3 2024, buying an estimated $93 and bringing the position to 10,324 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #44.

BBJS Financial Advisors first reported a position in IBHD in Q4 2022 and has held it in 8 quarters since. The position peaked at $241K in Q1 2024. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

BBJS Financial Advisors held 10,324 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $240K as of Q3 2024.
BBJS Financial Advisors bought 4 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $93.
iShares iBonds 2024 Term High Yield and Income ETF made up 0.09% of BBJS Financial Advisors's portfolio in Q3 2024, its #44 holding.
BBJS Financial Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $241K in Q1 2024.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.