EW
IBHD

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

Element Wealth’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
-5,299
Closed -$123K – 301
2024
Q3 		$123K Hold
5,299
– – 0.07% 171
2024
Q2 		$123K Hold
5,299
– – 0.07% 158
2024
Q1 		$124K Hold
5,299
– – 0.07% 154
2023
Q4 		$123K Hold
5,299
– – 0.08% 148
2023
Q3 		$123K Hold
5,299
– – 0.09% 140
2023
Q2 		$122K Hold
5,299
– – 0.09% 141
2023
Q1 		$123K Buy
5,299
+1,090
+26% +$25.1K 0.09% 131
2022
Q4 		$95.6K Buy
+4,209
New +$95.3K 0.08% 141

Other funds holding IBHD

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

Element Wealth's IBHD Position: Q4 2024 in Review

Element Wealth sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 5,299 shares — an estimated $123K sold.

Element Wealth first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $124K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Element Wealth reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Element Wealth sold 5,299 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $123K.
  • Element Wealth first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Element Wealth's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $124K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Element Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.