SCM
IBHD

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

Steele Capital 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
2024
Q4 		– Sell
-51,657
Closed -$1.2M – 79
2024
Q3 		$1.2M Hold
51,657
– – 0.06% 60
2024
Q2 		$1.2M Hold
51,657
– – 0.07% 63
2024
Q1 		$1.2M Hold
51,657
– – 0.07% 60
2023
Q4 		$1.2M Buy
+51,657
New +$1.19M 0.08% 59

Other funds holding IBHD

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

Steele Capital Management's IBHD Position: Q4 2024 in Review

Steele Capital Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 51,657 shares — an estimated $1.2M sold.

Steele Capital Management first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $1.2M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Steele Capital Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Steele Capital Management sold 51,657 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.2M.
  • Steele Capital Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Steele Capital Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.2M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Steele Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.