4J Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

4J Wealth Management’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,841	Closed	-$256K	–	88
2023 Q3	$256K	Hold	10,841	–	–	0.26%	68
2023 Q2	$256K	Sell	10,841 -350	-3%	-$8.26K	0.25%	67
2023 Q1	$264K	Buy	11,191 +300	+3%	+$7.06K	0.28%	64
2022 Q4	$256K	Buy	10,891 +1,220	+13%	+$28.6K	0.3%	65
2022 Q3	$226K	Buy	+9,671	New	+$227K	0.29%	63

Other funds holding IBHC

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

4J Wealth Management's IBHC Position: Q4 2023 in Review

4J Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 10,841 shares — an estimated $256K sold.

4J Wealth Management first reported a position in IBHC in Q3 2022 and held it in 5 quarters. The position peaked at $264K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

4J Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
4J Wealth Management sold 10,841 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $256K.
4J Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 5 quarters.
4J Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $264K in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.