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OneDigital Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

OneDigital Investment Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,420
Closed -$244K – 1456
2024
Q3 		$244K Hold
10,420
– – ﹤0.01% 1263
2024
Q2 		$239K Buy
+10,420
New +$238K ﹤0.01% 1207

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2024, closing a stake of 10,420 shares — an estimated $244K sold.

OneDigital Investment Advisors first reported a position in IBHF in Q2 2024 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 118 funds tracked by Wall St. Rank hold IBHF as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,420 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2024, an estimated $244K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $244K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held iShares iBonds 2026 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.