SFG
IBHD

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

Steward Financial 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
Q2 		– Sell
-19
Closed – – 1055
2023
Q1 		$0 Buy
+19
New +$437 ﹤0.01% 948

Other funds holding IBHD

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Steward Financial Group's IBHD Position: Q2 2023 in Review

Steward Financial Group sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q2 2023, closing a stake of 19 shares.

Steward Financial Group first reported a position in IBHD in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 96 funds tracked by Wall St. Rank hold IBHD as of Q2 2023.

  • Steward Financial Group reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 19 iShares iBonds 2024 Term High Yield and Income ETF shares in Q2 2023.
  • Steward Financial Group first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 1 quarter.
  • Steward Financial Group's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $0 in Q1 2023.
  • 96 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.