Wealth Enhancement Advisory Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Wealth Enhancement Advisory 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 Q4	–	Sell	-10,061	Closed	-$234K	–	3152
2024 Q3	$234K	Hold	10,061	–	–	﹤0.01%	2346
2024 Q2	$234K	Sell	10,061 -2,035	-17%	-$47.2K	﹤0.01%	2174
2024 Q1	$282K	Sell	12,096 -79	-0.6%	-$1.84K	﹤0.01%	1958
2023 Q4	$283K	Buy	12,175 +79	+0.7%	+$1.83K	﹤0.01%	1855
2023 Q3	$281K	Buy	+12,096	New	+$279K	﹤0.01%	1782

Other funds holding IBHD

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

Wealth Enhancement Advisory Services's IBHD Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 10,061 shares — an estimated $234K sold.

Wealth Enhancement Advisory Services first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $283K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Wealth Enhancement Advisory Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 10,061 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $234K.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $283K in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.