ECM
IBHD

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

Exchange Capital 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
-11,880
Closed -$277K – 218
2024
Q3 		$277K Sell
11,880
-30,640
-72% -$711K 0.04% 179
2024
Q2 		$988K Sell
42,520
-1,100
-3% -$25.5K 0.16% 126
2024
Q1 		$1.02M Hold
43,620
– – 0.17% 123
2023
Q4 		$1.01M Buy
+43,620
New +$1.01M 0.18% 113

Other funds holding IBHD

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

Exchange Capital Management's IBHD Position: Q4 2024 in Review

Exchange Capital Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 11,880 shares — an estimated $277K sold.

Exchange Capital Management first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $1.02M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Exchange Capital Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Exchange Capital Management sold 11,880 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $277K.
  • Exchange Capital Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Exchange Capital Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.02M 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 Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.