TSWM
IBHD

Tyler-Stone Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Tyler-Stone Wealth Management’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
-128,506
Closed -$2.99M – 338
2024
Q3 		$2.99M Buy
128,506
+61,698
+92% +$1.43M 0.57% 38
2024
Q2 		$1.55M Sell
66,808
-3,718
-5% -$86.3K 0.64% 36
2024
Q1 		$1.64M Sell
70,526
-16,828
-19% -$392K 0.73% 31
2023
Q4 		$2.03M Sell
87,354
-6,161
-7% -$143K 1.02% 21
2023
Q3 		$2.17M Sell
93,515
-6,801
-7% -$157K 1.24% 17
2023
Q2 		$2.31M Buy
+100,316
New +$2.3M 1.31% 14
2022
Q4 		$1.89M Buy
83,055
+64,410
+345% +$1.46M 1.28% 18
2022
Q3 		$415K Buy
+18,645
New +$423K 0.32% 66

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Tyler-Stone Wealth Management's IBHD Position: Q4 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 128,506 shares — an estimated $2.99M sold.

Tyler-Stone Wealth Management first reported a position in IBHD in Q3 2022 and held it in 8 quarters. The position peaked at $2.99M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 128,506 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.99M.
  • Tyler-Stone Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.99M 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 Tyler-Stone Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.