WRPWM
IBHD

Werba Rubin Papier Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Werba Rubin Papier 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
-43,209
Closed -$1.01M – 213
2024
Q3 		$1.01M Sell
43,209
-29,160
-40% -$676K 0.24% 64
2024
Q2 		$1.68M Sell
72,369
-34,052
-32% -$790K 0.46% 35
2024
Q1 		$2.48M Sell
106,421
-6,079
-5% -$141K 0.72% 25
2023
Q4 		$2.61M Sell
112,500
-1,473
-1% -$34.1K 0.89% 21
2023
Q3 		$2.64M Sell
113,973
-8,602
-7% -$199K 0.94% 21
2023
Q2 		$2.83M Buy
122,575
+3,552
+3% +$81.6K 0.98% 19
2023
Q1 		$2.75M Buy
119,023
+13,637
+13% +$314K 1.08% 17
2022
Q4 		$2.39M Buy
+105,386
New +$2.39M 0.99% 18

Other funds holding IBHD

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

Werba Rubin Papier Wealth Management's IBHD Position: Q4 2024 in Review

Werba Rubin Papier Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 43,209 shares — an estimated $1.01M sold.

Werba Rubin Papier Wealth Management first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $2.83M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Werba Rubin Papier 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.
  • Werba Rubin Papier Wealth Management sold 43,209 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.01M.
  • Werba Rubin Papier Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Werba Rubin Papier Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.83M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.