RIA
IBHD

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

Realta Investment Advisors’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
-8,655
Closed -$201K – 425
2024
Q3 		$201K Buy
8,655
+5,580
+181% +$129K 0.09% 181
2024
Q2 		$71.5K Buy
3,075
+1,887
+159% +$43.8K 0.01% 499
2024
Q1 		$27.7K Buy
+1,188
New +$27.6K 0.01% 608

Other funds holding IBHD

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

Realta Investment Advisors's IBHD Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 8,655 shares — an estimated $201K sold.

Realta Investment Advisors first reported a position in IBHD in Q1 2024 and held it in 3 quarters. The position peaked at $201K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Realta Investment Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 8,655 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $201K.
  • Realta Investment Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
  • Realta Investment Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $201K 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 Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.