TCA
IBHD

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

Trifecta Capital Advisors’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
-6,130
Closed -$143K – 425
2024
Q3 		$143K Hold
6,130
– – 0.03% 94
2024
Q2 		$142K Hold
6,130
– – 0.03% 95
2024
Q1 		$143K Hold
6,130
– – 0.03% 91
2023
Q4 		$142K Hold
6,130
– – 0.04% 92
2023
Q3 		$142K Hold
6,130
– – 0.05% 90
2023
Q2 		$141K Hold
6,130
– – 0.05% 95
2023
Q1 		$142K Hold
6,130
– – 0.05% 95
2022
Q4 		$139K Buy
+6,130
New +$139K 0.06% 96

Other funds holding IBHD

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

Trifecta Capital Advisors's IBHD Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 6,130 shares — an estimated $143K sold.

Trifecta Capital Advisors first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $143K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 6,130 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $143K.
  • Trifecta Capital Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Trifecta Capital Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $143K 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 Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.