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BSW Wealth Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

BSW Wealth Partners’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,017
Closed -$201K – 301
2024
Q1 		$201K Buy
+9,017
New +$200K 0.03% 292

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CFS
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LIA
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Northwestern Mutual Wealth Management
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
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Jane Street
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BSW Wealth Partners's IBHG Position: Q2 2024 in Review

BSW Wealth Partners sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2024, closing a stake of 9,017 shares — an estimated $201K sold.

BSW Wealth Partners first reported a position in IBHG in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 46 funds tracked by Wall St. Rank hold IBHG as of Q2 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 9,017 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2024, an estimated $201K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • BSW Wealth Partners's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $201K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2024.

Based on BSW Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.