BWM
IBHD

BCS Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

BCS Wealth Management’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
-10,710
Closed -$249K – 269
2024
Q3 		$249K Hold
10,710
– – 0.11% 143
2024
Q2 		$249K Hold
10,710
– – 0.12% 134
2024
Q1 		$250K Buy
+10,710
New +$249K 0.08% 206

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BCS Wealth Management's IBHD Position: Q4 2024 in Review

BCS Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 10,710 shares — an estimated $249K sold.

BCS Wealth Management first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $250K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • BCS Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • BCS Wealth Management sold 10,710 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $249K.
  • BCS Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • BCS Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $250K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on BCS Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.