MHS
IBHD

M Holdings Securities’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

M Holdings Securities’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
-20,491
Closed -$477K – 140
2024
Q3 		$477K Sell
20,491
-730
-3% -$16.9K 0.12% 80
2024
Q2 		$493K Buy
21,221
+2,342
+12% +$54.4K 0.06% 167
2024
Q1 		$440K Hold
18,879
– – 0.07% 118
2023
Q4 		$438K Buy
18,879
+2,656
+16% +$61.4K 0.05% 159
2023
Q3 		$376K Buy
+16,223
New +$375K 0.05% 173
2023
Q2 		– Sell
-13,113
Closed -$303K – 474
2023
Q1 		$303K Buy
+13,113
New +$302K 0.03% 345

Other funds holding IBHD

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

M Holdings Securities's IBHD Position: Q4 2024 in Review

M Holdings Securities sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 20,491 shares — an estimated $477K sold.

M Holdings Securities first reported a position in IBHD in Q1 2023 and held it in 6 quarters. The position peaked at $493K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • M Holdings Securities reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • M Holdings Securities sold 20,491 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $477K.
  • M Holdings Securities first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 6 quarters.
  • M Holdings Securities's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $493K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on M Holdings Securities's 13F filing for Q4 2024, filed 11 Feb 2025.