BCM
IBHD

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

Brookstone Capital 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
-8,883
Closed -$207K – 1068
2024
Q3 		$207K Buy
8,883
+48
+0.5% +$1.11K ﹤0.01% 957
2024
Q2 		$205K Sell
8,835
-66
-0.7% -$1.53K ﹤0.01% 909
2024
Q1 		$208K Sell
8,901
-611
-6% -$14.2K ﹤0.01% 875
2023
Q4 		$221K Sell
9,512
-2,767
-23% -$64K ﹤0.01% 800
2023
Q3 		$283K Buy
+12,279
New +$284K 0.01% 696

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Brookstone Capital Management's IBHD Position: Q4 2024 in Review

Brookstone Capital Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 8,883 shares — an estimated $207K sold.

Brookstone Capital Management first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Brookstone Capital Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 8,883 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $207K.
  • Brookstone Capital Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
  • Brookstone Capital Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $283K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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