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BSW Wealth Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

BSW Wealth Partners’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,749
Closed -$200K – 316
2024
Q2 		$200K Hold
8,749
– – 0.03% 281
2024
Q1 		$202K Buy
+8,749
New +$201K 0.03% 288

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ATPW
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RA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
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BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

BSW Wealth Partners sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2024, closing a stake of 8,749 shares — an estimated $200K sold.

BSW Wealth Partners first reported a position in IBHF in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 87 funds tracked by Wall St. Rank hold IBHF as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,749 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2024, an estimated $200K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $202K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2026 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.