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IBHD

Northstar Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Northstar 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
-20,993
Closed -$489K – 162
2024
Q3 		$489K Hold
20,993
– – 0.09% 90
2024
Q2 		$488K Hold
20,993
– – 0.09% 84
2024
Q1 		$489K Hold
20,993
– – 0.1% 88
2023
Q4 		$487K Hold
20,993
– – 0.11% 84
2023
Q3 		$487K Hold
20,993
– – 0.12% 88
2023
Q2 		$485K Hold
20,993
– – 0.11% 88
2023
Q1 		$486K Hold
20,993
– – 0.12% 89
2022
Q4 		$477K Hold
20,993
– – 0.14% 85
2022
Q3 		$468K Hold
20,993
– – 0.14% 85
2022
Q2 		$467K Hold
20,993
– – 0.14% 88
2022
Q1 		$498K Buy
20,993
+5,893
+39% +$141K 0.12% 96
2021
Q4 		$369K Buy
15,100
+2,450
+19% +$60.1K 0.09% 115
2021
Q3 		$313K Buy
+12,650
New +$313K 0.08% 125

Other funds holding IBHD

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

Northstar Group's IBHD Position: Q4 2024 in Review

Northstar Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 20,993 shares — an estimated $489K sold.

Northstar Group first reported a position in IBHD in Q3 2021 and held it in 13 quarters. The position peaked at $498K in Q1 2022. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Northstar Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Northstar Group sold 20,993 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $489K.
  • Northstar Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2021 and held it in 13 quarters.
  • Northstar Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $498K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Northstar Group's 13F filing for Q4 2024, filed 28 Jan 2025.