CAL
IBHD

Capital Analysts LLC’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Capital Analysts LLC’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-247
Closed -$6K – 1227
2023
Q3 		$6K Hold
247
– – ﹤0.01% 965
2023
Q2 		$6K Buy
+247
New +$5.67K ﹤0.01% 881

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Analysts LLC's IBHD Position: Q4 2023 in Review

Capital Analysts LLC sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2023, closing a stake of 247 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in IBHD in Q2 2023 and held it in 2 quarters. The position peaked at $6K in Q3 2023. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

  • Capital Analysts LLC reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 247 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $6K.
  • Capital Analysts LLC first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and held it in 2 quarters.
  • Capital Analysts LLC's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $6K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.