IRON Financial’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

IRON Financial’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 Q3	–	Sell	-18,880	Closed	-$439K	–	127
2024 Q2	$439K	Sell	18,880 -571	-3%	-$13.3K	0.25%	65
2024 Q1	$453K	Buy	19,451 +115	+0.6%	+$2.68K	0.25%	65
2023 Q4	$449K	Sell	19,336 -7,610	-28%	-$176K	0.25%	61
2023 Q3	$625K	Sell	26,946 -62,514	-70%	-$1.44M	0.36%	52
2023 Q2	$2.06M	Sell	89,460 -8,797	-9%	-$202K	1.11%	22
2023 Q1	$2.27M	Buy	98,257 +1,307	+1%	+$30.1K	1.25%	20
2022 Q4	$2.2M	Sell	96,950 -8,377	-8%	-$190K	1.26%	21
2022 Q3	$2.35M	Buy	105,327 +14,549	+16%	+$330K	1.29%	21
2022 Q2	$2.02M	Buy	90,778 +81,546	+883%	+$1.88M	1.06%	24
2022 Q1	$219K	Buy	+9,232	New	+$221K	0.1%	99

Other funds holding IBHD

MAWAG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IRON Financial's IBHD Position: Q3 2024 in Review

IRON Financial sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 18,880 shares — an estimated $439K sold.

IRON Financial first reported a position in IBHD in Q1 2022 and held it in 10 quarters. The position peaked at $2.35M in Q3 2022. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

IRON Financial reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
IRON Financial sold 18,880 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $439K.
IRON Financial first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2022 and held it in 10 quarters.
IRON Financial's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.35M in Q3 2022.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on IRON Financial's 13F filing for Q3 2024, filed 28 Oct 2024.