MAM
IBHD

McLean Asset Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

McLean Asset 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
2024
Q4 		– Sell
-12,789
Closed -$297K – 168
2024
Q3 		$297K Hold
12,789
– – 0.09% 110
2024
Q2 		$296K Hold
12,789
– – 0.1% 110
2024
Q1 		$297K Buy
12,789
+473
+4% +$11K 0.1% 109
2023
Q4 		$285K Buy
12,316
+1,729
+16% +$40K 0.11% 102
2023
Q3 		$245K Hold
10,587
– – 0.1% 110
2023
Q2 		$244K Hold
10,587
– – 0.1% 110
2023
Q1 		$245K Buy
+10,587
New +$244K 0.1% 104

Other funds holding IBHD

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

McLean Asset Management's IBHD Position: Q4 2024 in Review

McLean Asset Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 12,789 shares — an estimated $297K sold.

McLean Asset Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $297K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • McLean Asset Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • McLean Asset Management sold 12,789 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $297K.
  • McLean Asset Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
  • McLean Asset Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $297K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on McLean Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.