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IBHD

NWAM LLC’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

NWAM LLC’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
-26,074
Closed -$607K – 652
2024
Q3 		$607K Buy
+26,074
New +$605K 0.04% 344
2024
Q1 		– Sell
-66,070
Closed -$1.53M – 614
2023
Q4 		$1.53M Buy
+66,070
New +$1.53M 0.12% 164

Other funds holding IBHD

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

NWAM LLC's IBHD Position: Q4 2024 in Review

NWAM LLC sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 26,074 shares — an estimated $607K sold.

NWAM LLC first reported a position in IBHD in Q4 2023 and held it in 2 quarters. The position peaked at $1.53M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • NWAM LLC reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • NWAM LLC sold 26,074 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $607K.
  • NWAM LLC first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 2 quarters.
  • NWAM LLC's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.53M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.