Granite Bay Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Granite Bay Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-63,000	Closed	-$1.44M	–	163
2023 Q4	$1.44M	Hold	63,000	–	–	0.01%	184
2023 Q3	$1.44M	Buy	+63,000	New	+$1.44M	0.01%	192

Other funds holding IBHE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Granite Bay Wealth Management's IBHE Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2024, closing a stake of 63,000 shares — an estimated $1.44M sold.

Granite Bay Wealth Management first reported a position in IBHE in Q3 2023 and held it in 2 quarters. The position peaked at $1.44M in Q3 2023. 103 funds tracked by Wall St. Rank hold IBHE as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 63,000 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2024, an estimated $1.44M.
Granite Bay Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.44M in Q3 2023.
103 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.