BPA
IBHD

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

Beacon Pointe 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
2023
Q4 		– Sell
-11,426
Closed -$265K – 1404
2023
Q3 		$265K Buy
+11,426
New +$264K ﹤0.01% 1123

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beacon Pointe Advisors's IBHD Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2023, closing a stake of 11,426 shares — an estimated $265K sold.

Beacon Pointe Advisors first reported a position in IBHD in Q3 2023 and held it in 1 quarter. The position peaked at $265K in Q3 2023. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 11,426 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $265K.
  • Beacon Pointe Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $265K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.