Global Retirement Partners’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
-2,052
Closed -$47.8K 3810
2024
Q3
$47.8K Hold
2,052
﹤0.01% 1577
2024
Q2
$47.7K Hold
2,052
﹤0.01% 1560
2024
Q1
$47.8K Hold
2,052
﹤0.01% 1435
2023
Q4
$47.6K Buy
+2,052
New +$47.5K ﹤0.01% 1394
2023
Q3
Sell
-220
Closed -$5.08K 3349
2023
Q2
$5.08K Hold
220
﹤0.01% 2196
2023
Q1
$5.03K Buy
+220
New +$5.06K ﹤0.01% 2162

Other funds holding IBHD

Global Retirement Partners's IBHD Position: Q4 2024 in Review

Global Retirement Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 2,052 shares — an estimated $47.8K sold.

Global Retirement Partners first reported a position in IBHD in Q1 2023 and held it in 6 quarters. The position peaked at $47.8K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Global Retirement Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 2,052 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $47.8K.
  • Global Retirement Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 6 quarters.
  • Global Retirement Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $47.8K 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 Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.