HI
IHTA

Harbour Investments’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Harbour Investments’s Portfolio IHTA Stock Details IHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,000
Closed -$79K – 4048
2021
Q3 		$79K Hold
8,000
– – ﹤0.01% 1511
2021
Q2 		$78K Hold
8,000
– – ﹤0.01% 1542
2021
Q1 		$78K Buy
+8,000
New +$74.6K ﹤0.01% 1430

Other funds holding IHTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Harbour Investments's IHTA Position: Q4 2021 in Review

Harbour Investments sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2021, closing a stake of 8,000 shares — an estimated $79K sold.

Harbour Investments first reported a position in IHTA in Q1 2021 and held it in 3 quarters. The position peaked at $79K in Q3 2021. 22 funds tracked by Wall St. Rank hold IHTA as of Q4 2021.

  • Harbour Investments reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 8,000 Invesco High Income 2024 Target Term Fund shares in Q4 2021, an estimated $79K.
  • Harbour Investments first reported a position in Invesco High Income 2024 Target Term Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Invesco High Income 2024 Target Term Fund position peaked at $79K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.