LAM
IBHJ icon

LifePro Asset Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

LifePro Asset Management’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,656
Closed -$353K – 164
2024
Q2 		$353K Sell
13,656
-66,872
-83% -$1.73M 0.25% 87
2024
Q1 		$2.11M Buy
+80,528
New +$2.09M 1.39% 27

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePro Asset Management's IBHJ Position: Q3 2024 in Review

LifePro Asset Management sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q3 2024, closing a stake of 13,656 shares — an estimated $353K sold.

LifePro Asset Management first reported a position in IBHJ in Q1 2024 and held it in 2 quarters. The position peaked at $2.11M in Q1 2024. 14 funds tracked by Wall St. Rank hold IBHJ as of Q3 2024.

  • LifePro Asset Management reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • LifePro Asset Management sold 13,656 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2024, an estimated $353K.
  • LifePro Asset Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • LifePro Asset Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $2.11M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.