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

Western 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 Q3	–	Sell	-17,547	Closed	-$408K	–	770
2024 Q2	$408K	Sell	17,547 -3,567	-17%	-$82.8K	0.03%	417
2024 Q1	$492K	Sell	21,114 -4,489	-18%	-$104K	0.04%	365
2023 Q4	$594K	Buy	25,603 +5,832	+29%	+$135K	0.04%	369
2023 Q3	$459K	Buy	19,771 +1,571	+9%	+$36.3K	0.04%	407
2023 Q2	$420K	Sell	18,200 -2,200	-11%	-$50.5K	0.04%	420
2023 Q1	$472K	Buy	20,400 +2,200	+12%	+$50.6K	0.04%	381
2022 Q4	$413K	Buy	+18,200	New	+$412K	0.04%	379

Other funds holding IBHD

MAWAG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Western Wealth Management's IBHD Position: Q3 2024 in Review

Western Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 17,547 shares — an estimated $408K sold.

Western Wealth Management first reported a position in IBHD in Q4 2022 and held it in 7 quarters. The position peaked at $594K in Q4 2023. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Western Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 17,547 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $408K.
Western Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 7 quarters.
Western Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $594K in Q4 2023.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.