PTC
IBHD

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

Private Trust Company’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
-801
Closed -$18.7K – 2434
2024
Q3 		$18.7K Hold
801
– – ﹤0.01% 1499
2024
Q2 		$18.6K Hold
801
– – ﹤0.01% 1471
2024
Q1 		$18.7K Buy
801
+195
+32% +$4.54K ﹤0.01% 1454
2023
Q4 		$14.1K Buy
+606
New +$14K ﹤0.01% 1529

Other funds holding IBHD

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

Private Trust Company's IBHD Position: Q4 2024 in Review

Private Trust Company sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 801 shares — an estimated $18.7K sold.

Private Trust Company first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $18.7K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Private Trust Company reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Private Trust Company sold 801 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $18.7K.
  • Private Trust Company first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Private Trust Company's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $18.7K 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 Private Trust Company's 13F filing for Q4 2024, filed 5 Feb 2025.