Cornerstone Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Cornerstone Wealth 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
2024 Q4	–	Sell	-22,305	Closed	-$519K	–	608
2024 Q3	$519K	Buy	22,305 +358	+2%	+$8.3K	0.04%	345
2024 Q2	$510K	Sell	21,947 -1,605	-7%	-$37.3K	0.04%	328
2024 Q1	$549K	Sell	23,552 -640	-3%	-$14.9K	0.04%	315
2023 Q4	$562K	Buy	24,192 +1,273	+6%	+$29.4K	0.05%	296
2023 Q3	$532K	Buy	22,919 +2,251	+11%	+$52K	0.05%	290
2023 Q2	$477K	Buy	20,668 +1,387	+7%	+$31.8K	0.04%	316
2023 Q1	$446K	Buy	+19,281	New	+$444K	0.04%	298

Other funds holding IBHD

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

Cornerstone Wealth Management's IBHD Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 22,305 shares — an estimated $519K sold.

Cornerstone Wealth Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $562K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Cornerstone Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Wealth Management sold 22,305 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $519K.
Cornerstone Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
Cornerstone Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $562K in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.