CSPAM
IBHE

Cary Street Partners Asset Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Cary Street Partners Asset Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,542
Closed -$81.1K – 284
2023
Q1 		$81.1K Buy
+3,542
New +$80.7K 0.02% 207

Other funds holding IBHE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cary Street Partners Asset Management's IBHE Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2023, closing a stake of 3,542 shares — an estimated $81.1K sold.

Cary Street Partners Asset Management first reported a position in IBHE in Q1 2023 and held it in 1 quarter. The position peaked at $81.1K in Q1 2023. 62 funds tracked by Wall St. Rank hold IBHE as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 3,542 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2023, an estimated $81.1K.
  • Cary Street Partners Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 1 quarter.
  • Cary Street Partners Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $81.1K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.