PWM
IBHD

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

Prentice 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
2022
Q3 		– Sell
-300
Closed -$7K – 187
2022
Q2 		$7K Buy
+300
New +$6.91K 0.01% 114

Other funds holding IBHD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Prentice Wealth Management's IBHD Position: Q3 2022 in Review

Prentice Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2022, closing a stake of 300 shares — an estimated $7K sold.

Prentice Wealth Management first reported a position in IBHD in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 42 funds tracked by Wall St. Rank hold IBHD as of Q3 2022.

  • Prentice Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 300 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2022, an estimated $7K.
  • Prentice Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2022 and held it in 1 quarter.
  • Prentice Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $7K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.