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

Other funds holding IBHD

MAWAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hyperion Partners's IBHD Position: Q2 2024 in Review

Hyperion Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2024, closing a stake of 13,000 shares — an estimated $303K sold.

Hyperion Partners first reported a position in IBHD in Q3 2023 and held it in 3 quarters. The position peaked at $303K in Q1 2024. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

Hyperion Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
Hyperion Partners sold 13,000 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2024, an estimated $303K.
Hyperion Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 3 quarters.
Hyperion Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $303K in Q1 2024.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

Based on Hyperion Partners's 13F filing for Q2 2024, filed 12 Jul 2024.