GM
IBHD

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

GeoWealth 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
Q3 		– Sell
-10,136
Closed -$236K – 1731
2024
Q2 		$236K Sell
10,136
-9,194
-48% -$213K 0.01% 643
2024
Q1 		$451K Buy
19,330
+8,324
+76% +$194K 0.02% 468
2023
Q4 		$255K Buy
+11,006
New +$255K 0.02% 449

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GeoWealth Management's IBHD Position: Q3 2024 in Review

GeoWealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 10,136 shares — an estimated $236K sold.

GeoWealth Management first reported a position in IBHD in Q4 2023 and held it in 3 quarters. The position peaked at $451K in Q1 2024. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

  • GeoWealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 10,136 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $236K.
  • GeoWealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 3 quarters.
  • GeoWealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $451K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.