DI
IBHD

DFPG Investments’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

DFPG Investments’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
Q4 		$327K Buy
14,114
+431
+3% +$9.97K 0.03% 498
2023
Q3 		$315K Buy
13,683
+3,560
+35% +$82.3K 0.03% 462
2023
Q2 		$234K Buy
+10,123
New +$232K 0.02% 523

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DFPG Investments's IBHD Position: Q4 2023 in Review

DFPG Investments increased its iShares iBonds 2024 Term High Yield and Income ETF (IBHD) stake by 3.1% in Q4 2023, buying an estimated $9.97K and bringing the position to 14,114 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #498.

DFPG Investments first reported a position in IBHD in Q2 2023 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

  • DFPG Investments held 14,114 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $327K as of Q4 2023.
  • DFPG Investments bought 431 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $9.97K.
  • iShares iBonds 2024 Term High Yield and Income ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #498 holding.
  • DFPG Investments first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.