Phillips Financial Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Phillips Financial 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	-50,431	Closed	-$1.17M	–	280
2024 Q3	$1.17M	Hold	50,431	–	–	0.09%	103
2024 Q2	$1.17M	Sell	50,431 -15,000	-23%	-$348K	0.1%	103
2024 Q1	$1.53M	Buy	65,431 +431	+0.7%	+$10K	0.12%	91
2023 Q4	$1.51M	Buy	65,000 +33,794	+108%	+$782K	0.13%	91
2023 Q3	$724K	Buy	31,206 +21	+0.1%	+$485	0.07%	111
2023 Q2	$720K	Buy	31,185 +21	+0.1%	+$482	0.07%	110
2023 Q1	$721K	Buy	+31,164	New	+$717K	0.07%	108

Other funds holding IBHD

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

Phillips Financial Management's IBHD Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 50,431 shares — an estimated $1.17M sold.

Phillips Financial Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $1.53M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Phillips Financial Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Phillips Financial Management sold 50,431 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.17M.
Phillips Financial Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
Phillips Financial Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.53M in Q1 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.