Mutual Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Mutual Advisors’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 Q1	–	Sell	-188,008	Closed	-$4.36M	–	1143
2023 Q4	$4.36M	Buy	188,008 +20,107	+12%	+$465K	0.15%	145
2023 Q3	$3.9M	Buy	167,901 +2,440	+1%	+$56.4K	0.15%	136
2023 Q2	$3.82M	Buy	165,461 +22,401	+16%	+$514K	0.14%	147
2023 Q1	$3.31M	Buy	143,060 +12,048	+9%	+$277K	0.14%	160
2022 Q4	$2.98M	Buy	+131,012	New	+$2.97M	0.13%	164

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's IBHD Position: Q1 2024 in Review

Mutual Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024, closing a stake of 188,008 shares — an estimated $4.36M sold.

Mutual Advisors first reported a position in IBHD in Q4 2022 and held it in 5 quarters. The position peaked at $4.36M in Q4 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

Mutual Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
Mutual Advisors sold 188,008 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2024, an estimated $4.36M.
Mutual Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 5 quarters.
Mutual Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $4.36M in Q4 2023.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.