PS
IBHD

Principal Securities’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Principal Securities’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
-7,249
Closed -$169K – 3656
2024
Q3 		$169K Buy
7,249
+17
+0.2% +$394 ﹤0.01% 1169
2024
Q2 		$168K Buy
7,232
+34
+0.5% +$789 ﹤0.01% 1109
2024
Q1 		$168K Buy
7,198
+551
+8% +$12.8K 0.01% 1084
2023
Q4 		$154K Buy
+6,647
New +$154K 0.01% 1012

Other funds holding IBHD

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

Principal Securities's IBHD Position: Q4 2024 in Review

Principal Securities sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 7,249 shares — an estimated $169K sold.

Principal Securities first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $169K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Principal Securities reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 7,249 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $169K.
  • Principal Securities first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $169K 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 Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.