JWCA
IBHD

J.W. Cole Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

J.W. Cole Advisors’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
-10,080
Closed -$235K – 1008
2024
Q3 		$235K Buy
10,080
+673
+7% +$15.6K 0.01% 850
2024
Q2 		$219K Sell
9,407
-214
-2% -$4.97K 0.01% 821
2024
Q1 		$224K Sell
9,621
-80,033
-89% -$1.86M 0.01% 796
2023
Q4 		$2.08M Buy
89,654
+26,163
+41% +$605K 0.12% 185
2023
Q3 		$1.47M Buy
63,491
+47,620
+300% +$1.1M 0.11% 199
2023
Q2 		$366K Buy
15,871
+7,136
+82% +$164K 0.03% 518
2023
Q1 		$202K Buy
+8,735
New +$201K 0.01% 727

Other funds holding IBHD

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

J.W. Cole Advisors's IBHD Position: Q4 2024 in Review

J.W. Cole Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 10,080 shares — an estimated $235K sold.

J.W. Cole Advisors first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $2.08M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • J.W. Cole Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,080 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $235K.
  • J.W. Cole Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • J.W. Cole Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.08M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.