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

Carr Financial Group’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	-23,898	Closed	-$564K	–	173
2023 Q3	$564K	Sell	23,898 -5,178	-18%	-$122K	0.22%	80
2023 Q2	$687K	Sell	29,076 -2,027	-7%	-$47.8K	0.27%	64
2023 Q1	$734K	Sell	31,103 -2,659	-8%	-$62.6K	0.32%	58
2022 Q4	$792K	Buy	+33,762	New	+$791K	0.42%	52

Other funds holding IBHC

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

Carr Financial Group's IBHC Position: Q4 2023 in Review

Carr Financial Group sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 23,898 shares — an estimated $564K sold.

Carr Financial Group first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $792K in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Carr Financial Group reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Carr Financial Group sold 23,898 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $564K.
Carr Financial Group first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Carr Financial Group's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $792K in Q4 2022.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Carr Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.