Moisand Fitzgerald Tamayo’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$4.66K 640
2024
Q3
$4.66K Hold
200
﹤0.01% 442
2024
Q2
$4.65K Hold
200
﹤0.01% 399
2024
Q1
$4.66K Hold
200
﹤0.01% 395
2023
Q4
$4.64K Hold
200
﹤0.01% 431
2023
Q3
$4.64K Hold
200
﹤0.01% 441
2023
Q2
$4.62K Hold
200
﹤0.01% 427
2023
Q1
$4.63K Hold
200
﹤0.01% 431
2022
Q4
$4.54K Hold
200
﹤0.01% 423
2022
Q3
$4K Hold
200
﹤0.01% 418
2022
Q2
$4K Buy
+200
New +$4.61K ﹤0.01% 350
2022
Q1
Sell
-200
Closed -$5K 680
2021
Q4
$5K Hold
200
﹤0.01% 304
2021
Q3
$5K Buy
+200
New +$4.95K ﹤0.01% 300

Other funds holding IBHD

Moisand Fitzgerald Tamayo's IBHD Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 200 shares — an estimated $4.66K sold.

Moisand Fitzgerald Tamayo first reported a position in IBHD in Q3 2021 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 200 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $4.66K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2021 and held it in 12 quarters.
  • Moisand Fitzgerald Tamayo's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $5K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.