IWC
IBHD

Integrated Wealth Concepts’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Integrated Wealth Concepts’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
-62,533
Closed -$1.46M – 1802
2024
Q3 		$1.46M Sell
62,533
-9,555
-13% -$222K 0.02% 656
2024
Q2 		$1.68M Sell
72,088
-13,260
-16% -$308K 0.02% 572
2024
Q1 		$1.99M Sell
85,348
-11,506
-12% -$268K 0.03% 518
2023
Q4 		$2.25M Buy
96,854
+11,425
+13% +$264K 0.04% 437
2023
Q3 		$1.98M Sell
85,429
-2,544
-3% -$58.8K 0.04% 459
2023
Q2 		$2.03M Sell
87,973
-40,022
-31% -$919K 0.03% 455
2023
Q1 		$2.96M Buy
127,995
+23,555
+23% +$542K 0.06% 289
2022
Q4 		$2.37M Buy
104,440
+7,091
+7% +$161K 0.06% 285
2022
Q3 		$2.17M Sell
97,349
-4,676
-5% -$106K 0.07% 262
2022
Q2 		$2.27M Sell
102,025
-2,488
-2% -$57.3K 0.07% 255
2022
Q1 		$2.48M Buy
104,513
+2,281
+2% +$54.7K 0.08% 216
2021
Q4 		$2.5M Buy
+102,232
New +$2.51M 0.07% 217

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's IBHD Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 62,533 shares — an estimated $1.46M sold.

Integrated Wealth Concepts first reported a position in IBHD in Q4 2021 and held it in 12 quarters. The position peaked at $2.96M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 62,533 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.46M.
  • Integrated Wealth Concepts first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2021 and held it in 12 quarters.
  • Integrated Wealth Concepts's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.96M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.