RG
IBHD

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

Retirement 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
2022
Q4 		– Sell
-120
Closed -$3K – 735
2022
Q3 		$3K Buy
+120
New +$2.72K ﹤0.01% 381

Other funds holding IBHD

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Retirement Group's IBHD Position: Q4 2022 in Review

Retirement Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2022, closing a stake of 120 shares — an estimated $3K sold.

Retirement Group first reported a position in IBHD in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 72 funds tracked by Wall St. Rank hold IBHD as of Q4 2022.

  • Retirement Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Group sold 120 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2022, an estimated $3K.
  • Retirement Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2022 and held it in 1 quarter.
  • Retirement Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $3K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.