CFS
IBHD

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

Commonwealth Financial Services’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
-57,325
Closed -$1.33M – 203
2024
Q3 		$1.33M Sell
57,325
-9,523
-14% -$221K 0.26% 57
2024
Q2 		$1.55M Sell
66,848
-7,830
-10% -$182K 0.32% 48
2024
Q1 		$1.73M Hold
74,678
– – 0.41% 43
2023
Q4 		$1.73M Buy
74,678
+17,745
+31% +$410K 0.41% 43
2023
Q3 		$1.32M Buy
+56,933
New +$1.32M 0.39% 52

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Financial Services's IBHD Position: Q4 2024 in Review

Commonwealth Financial Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 57,325 shares — an estimated $1.33M sold.

Commonwealth Financial Services first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $1.73M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Commonwealth Financial Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 57,325 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.33M.
  • Commonwealth Financial Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
  • Commonwealth Financial Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.73M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Commonwealth Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.