PIS
IBHD

POM Investment Strategies’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

POM Investment Strategies’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
-13,882
Closed -$323K – 389
2024
Q3 		$323K Buy
13,882
+83
+0.6% +$1.93K 0.25% 25
2024
Q2 		$321K Sell
13,799
-11,669
-46% -$271K 0.26% 26
2024
Q1 		$594K Buy
25,468
+3,071
+14% +$71.5K 0.49% 20
2023
Q4 		$520K Buy
+22,397
New +$518K 0.48% 19

Other funds holding IBHD

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

POM Investment Strategies's IBHD Position: Q4 2024 in Review

POM Investment Strategies sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 13,882 shares — an estimated $323K sold.

POM Investment Strategies first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $594K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • POM Investment Strategies reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 13,882 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $323K.
  • POM Investment Strategies first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • POM Investment Strategies's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $594K 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 POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.