MML Investors Services
IBHD

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

MML Investors 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
Q3 		– Sell
-10,952
Closed -$255K – 2647
2024
Q2 		$255K Sell
10,952
-1,911
-15% -$44.4K ﹤0.01% 2195
2024
Q1 		$300K Sell
12,863
-8,188
-39% -$191K ﹤0.01% 2114
2023
Q4 		$489K Buy
21,051
+3,580
+20% +$82.8K ﹤0.01% 1771
2023
Q3 		$405K Buy
17,471
+168
+1% +$3.88K ﹤0.01% 1748
2023
Q2 		$399K Buy
17,303
+1,851
+12% +$42.5K ﹤0.01% 1767
2023
Q1 		$357K Buy
15,452
+3,468
+29% +$79.8K ﹤0.01% 1581
2022
Q4 		$272K Buy
+11,984
New +$271K ﹤0.01% 1844

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MML Investors Services's IBHD Position: Q3 2024 in Review

MML Investors Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 10,952 shares — an estimated $255K sold.

MML Investors Services first reported a position in IBHD in Q4 2022 and held it in 7 quarters. The position peaked at $489K in Q4 2023. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

  • MML Investors Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • MML Investors Services sold 10,952 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $255K.
  • MML Investors Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 7 quarters.
  • MML Investors Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $489K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on MML Investors Services's 13F filing for Q3 2024, filed 15 Nov 2024.