WealthSource Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

WealthSource Partners’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
2023 Q4	$738K	Buy	31,791 +9,560	+43%	+$221K	0.05%	243
2023 Q3	$516K	Buy	22,231 +2,008	+10%	+$46.4K	0.04%	303
2023 Q2	$467K	Buy	20,223 +366	+2%	+$8.4K	0.03%	335
2023 Q1	$459K	Buy	19,857 +5,257	+36%	+$121K	0.03%	321
2022 Q4	$332K	Buy	+14,600	New	+$331K	0.02%	377

Other funds holding IBHD

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAWAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthSource Partners's IBHD Position: Q4 2023 in Review

WealthSource Partners increased its iShares iBonds 2024 Term High Yield and Income ETF (IBHD) stake by 43% in Q4 2023, buying an estimated $221K and bringing the position to 31,791 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #243.

WealthSource Partners first reported a position in IBHD in Q4 2022 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold IBHD as of Q4 2023.

WealthSource Partners held 31,791 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $738K as of Q4 2023.
WealthSource Partners bought 9,560 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2023, an estimated $221K.
iShares iBonds 2024 Term High Yield and Income ETF made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #243 holding.
WealthSource Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and has held it in 5 quarters since.
130 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.