OneDigital Investment Advisors’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
-31,979
Closed -$745K 1541
2024
Q3
$745K Sell
31,979
-47
-0.1% -$1.09K 0.01% 770
2024
Q2
$744K Buy
+32,026
New +$743K 0.01% 730

Other funds holding IBHD

OneDigital Investment Advisors's IBHD Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 31,979 shares — an estimated $745K sold.

OneDigital Investment Advisors first reported a position in IBHD in Q2 2024 and held it in 2 quarters. The position peaked at $745K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 31,979 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $745K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $745K 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 OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.