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

Endowment 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	-60,670	Closed	-$1.41M	–	151
2024 Q3	$1.41M	Buy	60,670 +1,211	+2%	+$28.1K	0.93%	29
2024 Q2	$1.38M	Buy	59,459 +1,257	+2%	+$29.2K	1.01%	28
2024 Q1	$1.36M	Buy	58,202 +28,299	+95%	+$658K	1.02%	27
2023 Q4	$694K	Buy	29,903 +2,590	+9%	+$59.9K	0.58%	42
2023 Q3	$634K	Buy	27,313 +11,075	+68%	+$256K	0.57%	45
2023 Q2	$375K	Buy	16,238 +4,591	+39%	+$105K	0.34%	77
2023 Q1	$269K	Buy	+11,647	New	+$268K	0.27%	94

Other funds holding IBHD

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

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

Endowment Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 60,670 shares — an estimated $1.41M sold.

Endowment Wealth Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $1.41M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Endowment 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.
Endowment Wealth Management sold 60,670 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.41M.
Endowment 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.
Endowment Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.41M in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Endowment Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.