HWMT
IBHD

Heritage Wealth Management (Texas)’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Heritage Wealth Management (Texas)’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
Q4 		– Sell
-9,130
Closed -$213K – 39
2024
Q3 		$213K Buy
9,130
+34
+0.4% +$789 0.12% 37
2024
Q2 		$211K Buy
9,096
+37
+0.4% +$859 0.13% 38
2024
Q1 		$211K Buy
9,059
+24
+0.3% +$558 0.14% 35
2023
Q4 		$210K Buy
+9,035
New +$209K 0.15% 34

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Heritage Wealth Management (Texas)'s IBHD Position: Q4 2024 in Review

Heritage Wealth Management (Texas) sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 9,130 shares — an estimated $213K sold.

Heritage Wealth Management (Texas) first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Heritage Wealth Management (Texas) reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 9,130 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $213K.
  • Heritage Wealth Management (Texas) first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Heritage Wealth Management (Texas)'s iShares iBonds 2024 Term High Yield and Income ETF position peaked at $213K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q4 2024, filed 21 Jan 2025.