AWA
IBHA

Arkadios Wealth Advisors’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Arkadios Wealth Advisors’s Portfolio IBHA Stock Details IBHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-105
Closed -$2K – 1782
2020
Q4 		$2K Buy
+105
New +$2.54K ﹤0.01% 1295

Other funds holding IBHA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's IBHA Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q1 2021, closing a stake of 105 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in IBHA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 22 funds tracked by Wall St. Rank hold IBHA as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 105 iShares iBonds 2021 Term High Yield and Income ETF shares in Q1 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $2K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.