DAS
IBHD

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

Diversify Advisory 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
-31,509
Closed -$733K – 701
2024
Q3 		$733K Sell
31,509
-5,894
-16% -$137K 0.04% 305
2024
Q2 		$866K Buy
+37,403
New +$868K 0.05% 273

Other funds holding IBHD

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

Diversify Advisory Services's IBHD Position: Q4 2024 in Review

Diversify Advisory Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 31,509 shares — an estimated $733K sold.

Diversify Advisory Services first reported a position in IBHD in Q2 2024 and held it in 2 quarters. The position peaked at $866K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Diversify Advisory Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 31,509 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $733K.
  • Diversify Advisory Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $866K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.