KNW
IBHD

Kesler Norman & Wride’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Kesler Norman & Wride’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
-9,202
Closed -$214K – 249
2024
Q3 		$214K Buy
9,202
+6
+0.1% +$139 0.04% 218
2024
Q2 		$214K Sell
9,196
-1,795
-16% -$41.7K 0.05% 165
2024
Q1 		$256K Sell
10,991
-8
-0.1% -$186 0.05% 145
2023
Q4 		$255K Sell
10,999
-3,944
-26% -$91.2K 0.06% 147
2023
Q3 		$347K Sell
14,943
-2,182
-13% -$50.4K 0.09% 141
2023
Q2 		$395K Sell
17,125
-9
-0.1% -$207 0.1% 135
2023
Q1 		$396K Sell
17,134
-166
-1% -$3.82K 0.1% 133
2022
Q4 		$393K Sell
17,300
-1,339
-7% -$30.3K 0.1% 137
2022
Q3 		$415K Buy
18,639
+4,744
+34% +$108K 0.12% 139
2022
Q2 		$309K Buy
+13,895
New +$320K 0.09% 134

Other funds holding IBHD

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

Kesler Norman & Wride's IBHD Position: Q4 2024 in Review

Kesler Norman & Wride sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 9,202 shares — an estimated $214K sold.

Kesler Norman & Wride first reported a position in IBHD in Q2 2022 and held it in 10 quarters. The position peaked at $415K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Kesler Norman & Wride reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 9,202 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $214K.
  • Kesler Norman & Wride first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2022 and held it in 10 quarters.
  • Kesler Norman & Wride's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $415K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.