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

Thoroughbred Financial Services’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 Q3	–	Sell	-8,874	Closed	-$206K	–	691
2024 Q2	$206K	Buy	+8,874	New	+$206K	0.01%	600
2024 Q1	–	Sell	-8,695	Closed	-$201K	–	620
2023 Q4	$201K	Buy	+8,695	New	+$201K	0.02%	573

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Thoroughbred Financial Services's IBHD Position: Q3 2024 in Review

Thoroughbred Financial Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 8,874 shares — an estimated $206K sold.

Thoroughbred Financial Services first reported a position in IBHD in Q4 2023 and held it in 2 quarters. The position peaked at $206K in Q2 2024. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Thoroughbred Financial Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Thoroughbred Financial Services sold 8,874 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $206K.
Thoroughbred Financial Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 2 quarters.
Thoroughbred Financial Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $206K in Q2 2024.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Thoroughbred Financial Services's 13F filing for Q3 2024, filed 8 Nov 2024.