SWM
IBHD

Spire Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-2,000
Closed -$46.2K – 2480
2023
Q2 		$46.2K Buy
+2,000
New +$45.9K ﹤0.01% 1228

Other funds holding IBHD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's IBHD Position: Q3 2023 in Review

Spire Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2023, closing a stake of 2,000 shares — an estimated $46.2K sold.

Spire Wealth Management first reported a position in IBHD in Q2 2023 and held it in 1 quarter. The position peaked at $46.2K in Q2 2023. 101 funds tracked by Wall St. Rank hold IBHD as of Q3 2023.

  • Spire Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 2,000 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2023, an estimated $46.2K.
  • Spire Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
  • Spire Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $46.2K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.