NEPWA
IBHD

New England Private Wealth Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

New England Private Wealth 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
Q4 		– Sell
-9,055
Closed -$211K – 154
2024
Q3 		$211K Buy
9,055
+136
+2% +$3.15K 0.03% 139
2024
Q2 		$207K Buy
8,919
+142
+2% +$3.3K 0.04% 133
2024
Q1 		$205K Buy
8,777
+95
+1% +$2.21K 0.04% 131
2023
Q4 		$201K Buy
+8,682
New +$201K 0.04% 127

Other funds holding IBHD

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

New England Private Wealth Advisors's IBHD Position: Q4 2024 in Review

New England Private Wealth Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 9,055 shares — an estimated $211K sold.

New England Private Wealth Advisors first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • New England Private Wealth Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • New England Private Wealth Advisors sold 9,055 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $211K.
  • New England Private Wealth Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • New England Private Wealth Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $211K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on New England Private Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.