Mid-American Wealth Advisory Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Mid-American Wealth Advisory Group’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	-1,287,816	Closed	-$30M	–	55
2024 Q3	$30M	Buy	1,287,816 +37,050	+3%	+$859K	18.83%	1
2024 Q2	$29.1M	Sell	1,250,766 -36,518	-3%	-$848K	18.56%	1
2024 Q1	$30M	Buy	1,287,284 +135,722	+12%	+$3.16M	20.25%	1
2023 Q4	$26.7M	Sell	1,151,562 -174,855	-13%	-$4.04M	19.84%	1
2023 Q3	$30.6M	Buy	1,326,417 +1,306,790	+6,658%	+$30.2M	24.72%	1
2023 Q2	$453K	Buy	+19,627	New	+$451K	0.35%	58

Other funds holding IBHD

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

Mid-American Wealth Advisory Group's IBHD Position: Q4 2024 in Review

Mid-American Wealth Advisory Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 1,287,816 shares — an estimated $30M sold.

Mid-American Wealth Advisory Group first reported a position in IBHD in Q2 2023 and held it in 6 quarters. The position peaked at $30.6M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Mid-American Wealth Advisory Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 1,287,816 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $30M.
Mid-American Wealth Advisory Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and held it in 6 quarters.
Mid-American Wealth Advisory Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $30.6M in Q3 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.