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

Forthright Family Wealth Advisory’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
2026 Q2	–	Sell	-8,640	Closed	-$201K	–	87
2026 Q1	$201K	Buy	+8,640	New	+$201K	0.14%	61
2024 Q3	–	Sell	-8,640	Closed	-$201K	–	78
2024 Q2	$201K	Hold	8,640	–	–	0.13%	65
2024 Q1	$201K	Hold	8,640	–	–	0.14%	61
2023 Q4	$201K	Buy	+8,640	New	+$200K	0.16%	51

Forthright Family Wealth Advisory's IBHD Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2026, closing a stake of 8,640 shares — an estimated $201K sold.

Forthright Family Wealth Advisory first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $201K in Q1 2026. 0 funds tracked by Wall St. Rank hold IBHD as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 8,640 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2026, an estimated $201K.
Forthright Family Wealth Advisory first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $201K in Q1 2026.
0 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.