BWP
IBHE

BSW Wealth Partners’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

BSW Wealth Partners’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,677
Closed -$202K – 317
2024
Q2 		$202K Hold
8,677
– – 0.03% 280
2024
Q1 		$203K Buy
+8,677
New +$202K 0.03% 284

Other funds holding IBHE

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

BSW Wealth Partners sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2024, closing a stake of 8,677 shares — an estimated $202K sold.

BSW Wealth Partners first reported a position in IBHE in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 111 funds tracked by Wall St. Rank hold IBHE as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,677 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2024, an estimated $202K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $203K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held iShares iBonds 2025 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.