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BSW Wealth Partners’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

BSW Wealth Partners’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,647
Closed -$200K – 318
2024
Q2 		$200K Hold
8,647
– – 0.03% 283
2024
Q1 		$202K Buy
+8,647
New +$200K 0.03% 287

Other funds holding IBHI

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LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

BSW Wealth Partners sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2024, closing a stake of 8,647 shares — an estimated $200K sold.

BSW Wealth Partners first reported a position in IBHI in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 30 funds tracked by Wall St. Rank hold IBHI as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,647 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2024, an estimated $200K.
  • BSW Wealth Partners first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $202K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held iShares iBonds 2029 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.