SS
IBHD

Sunbelt Securities’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Sunbelt Securities’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
-13,625
Closed -$317K – 1943
2024
Q3 		$317K Sell
13,625
-3,000
-18% -$69.6K 0.03% 467
2024
Q2 		$386K Sell
16,625
-864
-5% -$20.1K 0.04% 397
2024
Q1 		$408K Sell
17,489
-413
-2% -$9.61K 0.05% 370
2023
Q4 		$416K Hold
17,902
– – 0.05% 346
2023
Q3 		$415K Hold
17,902
– – 0.06% 328
2023
Q2 		$413K Sell
17,902
-250
-1% -$5.74K 0.06% 320
2023
Q1 		$417K Sell
18,152
-800
-4% -$18.4K 0.07% 286
2022
Q4 		$430K Buy
+18,952
New +$429K 0.08% 275

Other funds holding IBHD

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

Sunbelt Securities's IBHD Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 13,625 shares — an estimated $317K sold.

Sunbelt Securities first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $430K in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Sunbelt Securities reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 13,625 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $317K.
  • Sunbelt Securities first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Sunbelt Securities's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $430K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.