SFS
IBHD

Sowell Financial Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Sowell Financial Services’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
-20,604
Closed -$480K – 628
2024
Q3 		$480K Sell
20,604
-10,227
-33% -$237K 0.02% 445
2024
Q2 		$717K Buy
30,831
+4,260
+16% +$98.9K 0.03% 386
2024
Q1 		$619K Buy
26,571
+6,198
+30% +$144K 0.03% 423
2023
Q4 		$473K Buy
+20,373
New +$471K 0.03% 438

Other funds holding IBHD

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

Sowell Financial Services's IBHD Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 20,604 shares — an estimated $480K sold.

Sowell Financial Services first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $717K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 20,604 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $480K.
  • Sowell Financial Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $717K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.