BWP
IBHD

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

BSW Wealth Partners’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
Q3 		– Sell
-8,621
Closed -$200K – 338
2024
Q2 		$200K Hold
8,621
– – 0.03% 282
2024
Q1 		$201K Buy
+8,621
New +$201K 0.03% 291

Other funds holding IBHD

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BSW Wealth Partners's IBHD Position: Q3 2024 in Review

BSW Wealth Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 8,621 shares — an estimated $200K sold.

BSW Wealth Partners first reported a position in IBHD in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2024. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,621 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $200K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $201K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.