Avantax Advisory Services’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Avantax Advisory Services’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
2022 Q4	–	Sell	-16,323	Closed	-$381K	–	1474
2022 Q3	$381K	Sell	16,323 -15,333	-48%	-$360K	0.01%	899
2022 Q2	$741K	Buy	+31,656	New	+$747K	0.01%	640

Other funds holding IBHC

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

RJFSA

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

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's IBHC Position: Q4 2022 in Review

Avantax Advisory Services sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2022, closing a stake of 16,323 shares — an estimated $381K sold.

Avantax Advisory Services first reported a position in IBHC in Q2 2022 and held it in 2 quarters. The position peaked at $741K in Q2 2022. 62 funds tracked by Wall St. Rank hold IBHC as of Q4 2022.

Avantax Advisory Services reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 16,323 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2022, an estimated $381K.
Avantax Advisory Services first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2022 and held it in 2 quarters.
Avantax Advisory Services's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $741K in Q2 2022.
62 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.