B
IBHC

Bensler’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Bensler’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
-9,749
Closed -$230K – 167
2023
Q3 		$230K Hold
9,749
– – 0.04% 135
2023
Q2 		$230K Hold
9,749
– – 0.04% 145
2023
Q1 		$230K Hold
9,749
– – 0.05% 140
2022
Q4 		$229K Buy
9,749
+200
+2% +$4.69K 0.05% 141
2022
Q3 		$223K Buy
+9,549
New +$224K 0.05% 139

Other funds holding IBHC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bensler's IBHC Position: Q4 2023 in Review

Bensler sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 9,749 shares — an estimated $230K sold.

Bensler first reported a position in IBHC in Q3 2022 and held it in 5 quarters. The position peaked at $230K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Bensler reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Bensler sold 9,749 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $230K.
  • Bensler first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 5 quarters.
  • Bensler's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $230K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Bensler's 13F filing for Q4 2023, filed 22 Jan 2024.