RWPA
IBHD

Richard W. Paul & Associates’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Richard W. Paul & 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
2024
Q2 		– Sell
-88
Closed -$2.05K – 537
2024
Q1 		$2.05K Buy
88
+1
+1% +$23 ﹤0.01% 427
2023
Q4 		$2.02K Buy
+87
New +$2.01K ﹤0.01% 413

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Richard W. Paul & Associates's IBHD Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2024, closing a stake of 88 shares — an estimated $2.05K sold.

Richard W. Paul & Associates first reported a position in IBHD in Q4 2023 and held it in 2 quarters. The position peaked at $2.05K in Q1 2024. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 88 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2024, an estimated $2.05K.
  • Richard W. Paul & Associates first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 2 quarters.
  • Richard W. Paul & Associates's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.05K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.