Consolidated Portfolio Review Corp’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,567
Closed -$386K 398
2024
Q3
$386K Buy
16,567
+664
+4% +$15.4K 0.09% 213
2024
Q2
$370K Buy
15,903
+1,383
+10% +$32.1K 0.09% 201
2024
Q1
$339K Buy
14,520
+841
+6% +$19.6K 0.09% 196
2023
Q4
$317K Buy
13,679
+772
+6% +$17.9K 0.07% 226
2023
Q3
$299K Buy
12,907
+237
+2% +$5.48K 0.07% 239
2023
Q2
$292K Buy
12,670
+543
+4% +$12.5K 0.07% 236
2023
Q1
$281K Buy
+12,127
New +$279K 0.08% 218

Other funds holding IBHD

Consolidated Portfolio Review Corp's IBHD Position: Q4 2024 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 16,567 shares — an estimated $386K sold.

Consolidated Portfolio Review Corp first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $386K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Consolidated Portfolio Review Corp reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 16,567 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $386K.
  • Consolidated Portfolio Review Corp first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • Consolidated Portfolio Review Corp's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $386K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2024, filed 27 Jan 2025.