BBJS Financial Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

BBJS Financial Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$236K	Buy	10,112 +2	+0%	+$46	0.08%	45
2024 Q2	$235K	Sell	10,110 -670	-6%	-$15.6K	0.09%	43
2024 Q1	$252K	Buy	10,780 +1	+0%	+$23	0.09%	45
2023 Q4	$249K	Buy	10,779 +3	+0%	+$69	0.09%	45
2023 Q3	$247K	Buy	10,776 +2	+0%	+$46	0.09%	47
2023 Q2	$248K	Buy	10,774 +1	+0%	+$23	0.1%	46
2023 Q1	$247K	Buy	10,773 +101	+0.9%	+$2.3K	0.1%	48
2022 Q4	$240K	Buy	+10,672	New	+$240K	0.11%	53

Other funds holding IBHE

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

RJFSA

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

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

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

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

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

MAWAG

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

BBJS Financial Advisors increased its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 0.02% in Q3 2024, buying an estimated $46 and bringing the position to 10,112 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #45.

BBJS Financial Advisors first reported a position in IBHE in Q4 2022 and has held it in 8 quarters since. The position peaked at $252K in Q1 2024. 111 funds tracked by Wall St. Rank hold IBHE as of Q3 2024.

BBJS Financial Advisors held 10,112 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $236K as of Q3 2024.
BBJS Financial Advisors bought 2 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2024, an estimated $46.
iShares iBonds 2025 Term High Yield and Income ETF made up 0.08% of BBJS Financial Advisors's portfolio in Q3 2024, its #45 holding.
BBJS Financial Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $252K in Q1 2024.
111 funds tracked by Wall St. Rank held iShares iBonds 2025 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.