Cary Street Partners Asset Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Cary Street Partners Asset Management’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 Q2	–	Sell	-3,520	Closed	-$81.4K	–	411
2023 Q1	$81.4K	Buy	+3,520	New	+$81K	0.02%	206

Other funds holding IBHD

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cary Street Partners Asset Management's IBHD Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2023, closing a stake of 3,520 shares — an estimated $81.4K sold.

Cary Street Partners Asset Management first reported a position in IBHD in Q1 2023 and held it in 1 quarter. The position peaked at $81.4K in Q1 2023. 96 funds tracked by Wall St. Rank hold IBHD as of Q2 2023.

Cary Street Partners Asset Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 3,520 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2023, an estimated $81.4K.
Cary Street Partners Asset Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 1 quarter.
Cary Street Partners Asset Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $81.4K in Q1 2023.
96 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.