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

SageView Advisory 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
2023 Q4	–	Sell	-38,760	Closed	-$896K	–	613
2023 Q3	$899K	Buy	38,760 +12,028	+45%	+$278K	0.05%	227
2023 Q2	$617K	Buy	26,732 +5,783	+28%	+$133K	0.03%	315
2023 Q1	$485K	Buy	+20,949	New	+$482K	0.03%	310

Other funds holding IBHD

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SageView Advisory Group's IBHD Position: Q4 2023 in Review

SageView Advisory Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2023, closing a stake of 38,760 shares — an estimated $896K sold.

SageView Advisory Group first reported a position in IBHD in Q1 2023 and held it in 3 quarters. The position peaked at $899K in Q3 2023. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

SageView Advisory Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
SageView Advisory Group sold 38,760 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $896K.
SageView Advisory Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 3 quarters.
SageView Advisory Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $899K in Q3 2023.
130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.