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

Snowden Capital 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	-27,681	Closed	-$645K	–	1277
2024 Q3	$645K	Sell	27,681 -8,850	-24%	-$205K	0.02%	665
2024 Q2	$849K	Hold	36,531	–	–	0.03%	559
2024 Q1	$852K	Hold	36,531	–	–	0.03%	552
2023 Q4	$848K	Hold	36,531	–	–	0.03%	491
2023 Q3	$848K	Buy	36,531 +15,065	+70%	+$348K	0.04%	450
2023 Q2	$495K	Buy	+21,466	New	+$493K	0.02%	740
2022 Q4	–	Sell	-178,387	Closed	-$3.97M	–	1179
2022 Q3	$3.97M	Buy	178,387 +5,026	+3%	+$114K	0.18%	143
2022 Q2	$3.85M	Buy	+173,361	New	+$3.99M	0.17%	157

Other funds holding IBHD

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

Snowden Capital Advisors's IBHD Position: Q4 2024 in Review

Snowden Capital Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 27,681 shares — an estimated $645K sold.

Snowden Capital Advisors first reported a position in IBHD in Q2 2022 and held it in 8 quarters. The position peaked at $3.97M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Snowden Capital Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Snowden Capital Advisors sold 27,681 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $645K.
Snowden Capital Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2022 and held it in 8 quarters.
Snowden Capital Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $3.97M in Q3 2022.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.