LGWM
IBHD

Litman Gregory Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Litman Gregory Wealth Management’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
2023
Q4 		– Sell
-17,252
Closed -$400K – 128
2023
Q3 		$400K Buy
+17,252
New +$399K 0.04% 91

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Litman Gregory Wealth Management's IBHD Position: Q4 2023 in Review

Litman Gregory Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2023, closing a stake of 17,252 shares — an estimated $400K sold.

Litman Gregory Wealth Management first reported a position in IBHD in Q3 2023 and held it in 1 quarter. The position peaked at $400K in Q3 2023. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

  • Litman Gregory Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 17,252 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $400K.
  • Litman Gregory Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $400K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.