FWM
IBHD

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

Fairhaven 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
-15,792
Closed -$368K – 130
2024
Q3 		$368K Hold
15,792
– – 0.11% 77
2024
Q2 		$367K Hold
15,792
– – 0.12% 73
2024
Q1 		$368K Sell
15,792
-1,643
-9% -$38.2K 0.13% 73
2023
Q4 		$405K Hold
17,435
– – 0.15% 67
2023
Q3 		$404K Hold
17,435
– – 0.16% 64
2023
Q2 		$402K Buy
+17,435
New +$400K 0.15% 66

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

Fairhaven Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 15,792 shares — an estimated $368K sold.

Fairhaven Wealth Management first reported a position in IBHD in Q2 2023 and held it in 6 quarters. The position peaked at $405K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Fairhaven 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.
  • Fairhaven Wealth Management sold 15,792 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $368K.
  • Fairhaven Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and held it in 6 quarters.
  • Fairhaven Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $405K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.