BWP
IBHH icon

BSW Wealth Partners’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

BSW Wealth Partners’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,621
Closed -$201K – 302
2024
Q1 		$201K Buy
+8,621
New +$200K 0.03% 289

Other funds holding IBHH

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

BSW Wealth Partners's IBHH Position: Q2 2024 in Review

BSW Wealth Partners sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2024, closing a stake of 8,621 shares — an estimated $201K sold.

BSW Wealth Partners first reported a position in IBHH in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 36 funds tracked by Wall St. Rank hold IBHH as of Q2 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,621 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2024, an estimated $201K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • BSW Wealth Partners's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $201K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held iShares iBonds 2028 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.