Farther Finance Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,634
Closed -$38.1K 4186
2024
Q3
$38.1K Hold
1,634
﹤0.01% 1788
2024
Q2
$37.8K Hold
1,634
﹤0.01% 1529
2024
Q1
$37.9K Hold
1,634
﹤0.01% 1278
2023
Q4
$37.9K Sell
1,634
-913
-36% -$21.1K ﹤0.01% 1133
2023
Q3
$59.1K Hold
2,547
0.01% 722
2023
Q2
$58.8K Buy
2,547
+1,030
+68% +$23.7K 0.01% 619
2023
Q1
$35.1K Buy
1,517
+484
+47% +$11.1K 0.01% 711
2022
Q4
$23.5K Buy
+1,033
New +$23.4K 0.01% 680

Other funds holding IBHD

Farther Finance Advisors's IBHD Position: Q4 2024 in Review

Farther Finance Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 1,634 shares — an estimated $38.1K sold.

Farther Finance Advisors first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $59.1K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Farther Finance Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 1,634 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $38.1K.
  • Farther Finance Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Farther Finance Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $59.1K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.