BBJS Financial Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

BBJS Financial Advisors’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	-7,700	Closed	-$182K	–	134
2023 Q3	$182K	Sell	7,700 -2,000	-21%	-$47.2K	0.07%	54
2023 Q2	$229K	Sell	9,700 -1,000	-9%	-$23.6K	0.09%	49
2023 Q1	$253K	Hold	10,700	–	–	0.1%	47
2022 Q4	$251K	Buy	+10,700	New	+$251K	0.11%	52

Other funds holding IBHC

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BBJS Financial Advisors's IBHC Position: Q4 2023 in Review

BBJS Financial Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 7,700 shares — an estimated $182K sold.

BBJS Financial Advisors first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

BBJS Financial Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
BBJS Financial Advisors sold 7,700 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $182K.
BBJS Financial Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
BBJS Financial Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $253K 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 BBJS Financial Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.