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Denver PWM’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Denver PWM’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$2.31K – 191
2024
Q2 		$2.31K Buy
+100
New +$2.3K ﹤0.01% 198

Other funds holding IBHI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Denver PWM's IBHI Position: Q3 2024 in Review

Denver PWM sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2024, closing a stake of 100 shares — an estimated $2.31K sold.

Denver PWM first reported a position in IBHI in Q2 2024 and held it in 1 quarter. The position peaked at $2.31K in Q2 2024. 30 funds tracked by Wall St. Rank hold IBHI as of Q3 2024.

  • Denver PWM reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Denver PWM sold 100 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2024, an estimated $2.31K.
  • Denver PWM first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and held it in 1 quarter.
  • Denver PWM's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $2.31K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2024.

Based on Denver PWM's 13F filing for Q3 2024, filed 31 Oct 2024.