PA
IBHD

Pineridge Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Pineridge Advisors’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
Q2 		– Sell
-829
Closed -$19.3K – 682
2024
Q1 		$19.3K Sell
829
-52
-6% -$1.21K 0.01% 226
2023
Q4 		$20.5K Buy
+881
New +$20.4K 0.01% 267

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Pineridge Advisors's IBHD Position: Q2 2024 in Review

Pineridge Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2024, closing a stake of 829 shares — an estimated $19.3K sold.

Pineridge Advisors first reported a position in IBHD in Q4 2023 and held it in 2 quarters. The position peaked at $20.5K in Q4 2023. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

  • Pineridge Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Pineridge Advisors sold 829 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2024, an estimated $19.3K.
  • Pineridge Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 2 quarters.
  • Pineridge Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $20.5K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

Based on Pineridge Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.