Barrett & Company’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Barrett & Company’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	-7,558	Closed	-$183K	–	610
2022 Q4	$183K	Hold	7,558	–	–	0.12%	121
2022 Q3	$183K	Buy	+7,558	New	+$183K	0.12%	121

Barrett & Company's IBCE Position: Q1 2023 in Review

Barrett & Company sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q1 2023, closing a stake of 7,558 shares — an estimated $183K sold.

Barrett & Company first reported a position in IBCE in Q3 2022 and held it in 2 quarters. The position peaked at $183K in Q4 2022. 0 funds tracked by Wall St. Rank hold IBCE as of Q1 2023.

Barrett & Company reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q1 2023 after selling out during the quarter.
Barrett & Company sold 7,558 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q1 2023, an estimated $183K.
Barrett & Company first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q3 2022 and held it in 2 quarters.
Barrett & Company's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $183K in Q4 2022.
0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q1 2023.

Based on Barrett & Company's 13F filing for Q1 2023, filed 11 May 2023.