TWP
IBHD

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

Tempus Wealth Planning’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
-126,350
Closed -$2.94M – 263
2024
Q3 		$2.94M Buy
+126,350
New +$2.93M 1.08% 19

Other funds holding IBHD

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

Tempus Wealth Planning's IBHD Position: Q4 2024 in Review

Tempus Wealth Planning sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 126,350 shares — an estimated $2.94M sold.

Tempus Wealth Planning first reported a position in IBHD in Q3 2024 and held it in 1 quarter. The position peaked at $2.94M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Tempus Wealth Planning reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 126,350 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.94M.
  • Tempus Wealth Planning first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2024 and held it in 1 quarter.
  • Tempus Wealth Planning's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.94M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Tempus Wealth Planning's 13F filing for Q4 2024, filed 24 Jan 2025.