Hyperion Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Hyperion Partners’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 Q2	–	Sell	-13,000	Closed	-$303K	–	78
2024 Q1	$303K	Hold	13,000	–	–	0.22%	47
2023 Q4	$302K	Hold	13,000	–	–	0.24%	47
2023 Q3	$302K	Buy	+13,000	New	+$300K	0.26%	45

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Bank of America

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM