APC
IBCE

Asset Planning Corporation’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Asset Planning Corporation’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,760
Closed -$285K – 39
2022
Q4 		$285K Hold
11,760
– – 0.24% 29
2022
Q3 		$285K Hold
11,760
– – 0.27% 28
2022
Q2 		$285K Hold
11,760
– – 0.25% 30
2022
Q1 		$286K Hold
11,760
– – 0.25% 29
2021
Q4 		$288K Hold
11,760
– – 0.25% 30
2021
Q3 		$291K Buy
11,760
+38
+0.3% +$940 0.27% 28
2021
Q2 		$291K Buy
11,722
+58
+0.5% +$1.44K 0.28% 28
2021
Q1 		$290K Buy
11,664
+42
+0.4% +$1.05K 0.3% 25
2020
Q4 		$291K Buy
+11,622
New +$291K 0.29% 24

Asset Planning Corporation's IBCE Position: Q1 2023 in Review

Asset Planning Corporation sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q1 2023, closing a stake of 11,760 shares — an estimated $285K sold.

Asset Planning Corporation first reported a position in IBCE in Q4 2020 and held it in 9 quarters. The position peaked at $291K in Q3 2021. 0 funds tracked by Wall St. Rank hold IBCE as of Q1 2023.

  • Asset Planning Corporation reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Asset Planning Corporation sold 11,760 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q1 2023, an estimated $285K.
  • Asset Planning Corporation first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q4 2020 and held it in 9 quarters.
  • Asset Planning Corporation's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $291K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q1 2023.

Based on Asset Planning Corporation's 13F filing for Q1 2023, filed 14 Apr 2023.