JBA
IBHD

Johnson Bixby & Associates’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Johnson Bixby & Associates’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
-17,277
Closed -$402K – 122
2024
Q3 		$402K Buy
17,277
+2,273
+15% +$52.7K 0.06% 78
2024
Q2 		$349K Buy
15,004
+160
+1% +$3.71K 0.06% 76
2024
Q1 		$346K Buy
14,844
+123
+0.8% +$2.86K 0.06% 84
2023
Q4 		$342K Buy
14,721
+4,619
+46% +$107K 0.06% 79
2023
Q3 		$234K Buy
+10,102
New +$233K 0.05% 89

Other funds holding IBHD

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

Johnson Bixby & Associates's IBHD Position: Q4 2024 in Review

Johnson Bixby & Associates sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 17,277 shares — an estimated $402K sold.

Johnson Bixby & Associates first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $402K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Johnson Bixby & Associates reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Bixby & Associates sold 17,277 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $402K.
  • Johnson Bixby & Associates first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
  • Johnson Bixby & Associates's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $402K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Johnson Bixby & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.