LAS
IBHD

Lloyd Advisory Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-183,830
Closed -$4.27M – 190
2023
Q4 		$4.27M Buy
+183,830
New +$4.25M 2.02% 12

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lloyd Advisory Services's IBHD Position: Q1 2024 in Review

Lloyd Advisory Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024, closing a stake of 183,830 shares — an estimated $4.27M sold.

Lloyd Advisory Services first reported a position in IBHD in Q4 2023 and held it in 1 quarter. The position peaked at $4.27M in Q4 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

  • Lloyd Advisory Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 183,830 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2024, an estimated $4.27M.
  • Lloyd Advisory Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $4.27M in Q4 2023.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

Based on Lloyd Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.