RPSA
IBHD

Richard P. Slaughter Associates’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Richard P. Slaughter Associates’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
2023
Q1 		– Sell
-233,354
Closed -$5.3M – 138
2022
Q4 		$5.3M Buy
+233,354
New +$5.28M 1.67% 12

Other funds holding IBHD

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richard P. Slaughter Associates's IBHD Position: Q1 2023 in Review

Richard P. Slaughter Associates sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2023, closing a stake of 233,354 shares — an estimated $5.3M sold.

Richard P. Slaughter Associates first reported a position in IBHD in Q4 2022 and held it in 1 quarter. The position peaked at $5.3M in Q4 2022. 87 funds tracked by Wall St. Rank hold IBHD as of Q1 2023.

  • Richard P. Slaughter Associates reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 233,354 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2023, an estimated $5.3M.
  • Richard P. Slaughter Associates first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $5.3M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2023.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2023, filed 18 Apr 2023.