Carr Financial Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Carr Financial Group’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
2024 Q4	–	Sell	-144,518	Closed	-$3.37M	–	206
2024 Q3	$3.37M	Sell	144,518 -119,139	-45%	-$2.76M	0.99%	21
2024 Q2	$6.13M	Buy	263,657 +111,096	+73%	+$2.58M	1.95%	12
2024 Q1	$3.56M	Buy	152,561 +45,139	+42%	+$1.05M	1.18%	17
2023 Q4	$2.49M	Buy	107,422 +20,460	+24%	+$473K	0.92%	22
2023 Q3	$2.01M	Buy	86,962 +69,115	+387%	+$1.6M	0.79%	27
2023 Q2	$412K	Buy	17,847 +354	+2%	+$8.13K	0.16%	104
2023 Q1	$405K	Sell	17,493 -4,798	-22%	-$110K	0.18%	102
2022 Q4	$506K	Buy	+22,291	New	+$505K	0.27%	83

Other funds holding IBHD

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carr Financial Group's IBHD Position: Q4 2024 in Review

Carr Financial Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 144,518 shares — an estimated $3.37M sold.

Carr Financial Group first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $6.13M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Carr Financial Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Carr Financial Group sold 144,518 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $3.37M.
Carr Financial Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
Carr Financial Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $6.13M in Q2 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Carr Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.