KF
IBHD

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

Krilogy 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
Q4 		– Sell
-69,424
Closed -$1.62M – 236
2024
Q3 		$1.62M Sell
69,424
-286
-0.4% -$6.63K 0.11% 137
2024
Q2 		$1.62M Sell
69,710
-14,876
-18% -$345K 0.12% 130
2024
Q1 		$1.97M Sell
84,586
-4,408
-5% -$103K 0.15% 125
2023
Q4 		$2.07M Sell
88,994
-81,781
-48% -$1.89M 0.18% 110
2023
Q3 		$3.96M Sell
170,775
-24,450
-13% -$565K 0.36% 60
2023
Q2 		$4.51M Buy
195,225
+7,785
+4% +$179K 0.41% 56
2023
Q1 		$4.34M Buy
+187,440
New +$4.31M 0.36% 58

Other funds holding IBHD

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

Krilogy Financial's IBHD Position: Q4 2024 in Review

Krilogy Financial sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 69,424 shares — an estimated $1.62M sold.

Krilogy Financial first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $4.51M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Krilogy Financial reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Krilogy Financial sold 69,424 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.62M.
  • Krilogy Financial first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • Krilogy Financial's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $4.51M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Krilogy Financial's 13F filing for Q4 2024, filed 15 Jan 2025.