PAG
IBHD

Private Advisor Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Private Advisor Group’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
-31,080
Closed -$724K – 2533
2024
Q3 		$724K Buy
31,080
+1,535
+5% +$35.6K ﹤0.01% 1420
2024
Q2 		$687K Buy
29,545
+7,337
+33% +$170K ﹤0.01% 1394
2024
Q1 		$518K Buy
22,208
+11,498
+107% +$268K ﹤0.01% 1496
2023
Q4 		$249K Buy
+10,710
New +$248K ﹤0.01% 1907

Other funds holding IBHD

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

Private Advisor Group's IBHD Position: Q4 2024 in Review

Private Advisor Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 31,080 shares — an estimated $724K sold.

Private Advisor Group first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $724K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Private Advisor Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 31,080 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $724K.
  • Private Advisor Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Private Advisor Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $724K 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 Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.