PPWM
IBHD

PFG Private Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

PFG Private Wealth Management’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
-273,675
Closed -$6.37M – 253
2024
Q3 		$6.37M Buy
273,675
+8,489
+3% +$197K 3.7% 14
2024
Q2 		$6.16M Buy
265,186
+14,523
+6% +$337K 3.74% 12
2024
Q1 		$5.84M Buy
+250,663
New +$5.83M 3.68% 13

Other funds holding IBHD

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

PFG Private Wealth Management's IBHD Position: Q4 2024 in Review

PFG Private Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 273,675 shares — an estimated $6.37M sold.

PFG Private Wealth Management first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $6.37M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • PFG Private Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 273,675 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $6.37M.
  • PFG Private Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • PFG Private Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $6.37M 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 PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.