ICA Group Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

ICA Group Wealth Management’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 Q1	–	Sell	-225	Closed	-$5.22K	–	1430
2023 Q4	$5.22K	Buy	+225	New	+$5.2K	﹤0.01%	1016
2023 Q3	–	Sell	-322	Closed	-$7.43K	–	1295
2023 Q2	$7.43K	Hold	322	–	–	﹤0.01%	890
2023 Q1	$7.45K	Hold	322	–	–	﹤0.01%	864
2022 Q4	$7.46K	Buy	+322	New	+$7.29K	﹤0.01%	881

Other funds holding IBHD

MAWAG

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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BWFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

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

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's IBHD Position: Q1 2024 in Review

ICA Group Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024, closing a stake of 225 shares — an estimated $5.22K sold.

ICA Group Wealth Management first reported a position in IBHD in Q4 2022 and held it in 4 quarters. The position peaked at $7.46K in Q4 2022. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

ICA Group Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 225 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2024, an estimated $5.22K.
ICA Group Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $7.46K in Q4 2022.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.