GBWM
IBHF icon

Granite Bay Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Granite Bay Wealth Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-74,000
Closed -$1.67M – 162
2023
Q4 		$1.67M Sell
74,000
-52,000
-41% -$1.17M 0.01% 176
2023
Q3 		$2.85M Buy
+126,000
New +$2.85M 0.03% 150

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Granite Bay Wealth Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2024, closing a stake of 74,000 shares — an estimated $1.67M sold.

Granite Bay Wealth Management first reported a position in IBHF in Q3 2023 and held it in 2 quarters. The position peaked at $2.85M in Q3 2023. 76 funds tracked by Wall St. Rank hold IBHF as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 74,000 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2024, an estimated $1.67M.
  • Granite Bay Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.85M in Q3 2023.
  • 76 funds tracked by Wall St. Rank held iShares iBonds 2026 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.