BBJS Financial Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$222K	Buy	9,837 +6	+0.1%	+$134	0.08%	48
2024 Q2	$217K	Sell	9,831 -494	-5%	-$10.9K	0.08%	45
2024 Q1	$230K	Buy	10,325 +4	+0%	+$89	0.08%	48
2023 Q4	$229K	Buy	10,321 +7	+0.1%	+$152	0.08%	49
2023 Q3	$222K	Buy	10,314 +6	+0.1%	+$130	0.08%	51
2023 Q2	$225K	Buy	10,308 +5	+0%	+$108	0.09%	50
2023 Q1	$226K	Buy	10,303 +3	+0%	+$65	0.09%	51
2022 Q4	$220K	Buy	+10,300	New	+$220K	0.1%	56

Other funds holding IBHG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CFS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

BBJS Financial Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 0.06% in Q3 2024, buying an estimated $134 and bringing the position to 9,837 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #48.

BBJS Financial Advisors first reported a position in IBHG in Q4 2022 and has held it in 8 quarters since. The position peaked at $230K in Q1 2024. 48 funds tracked by Wall St. Rank hold IBHG as of Q3 2024.

BBJS Financial Advisors held 9,837 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $222K as of Q3 2024.
BBJS Financial Advisors bought 6 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2024, an estimated $134.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.08% of BBJS Financial Advisors's portfolio in Q3 2024, its #48 holding.
BBJS Financial Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $230K in Q1 2024.
48 funds tracked by Wall St. Rank held iShares iBonds 2027 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.