Cary Street Partners Investment Advisory’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Cary Street Partners Investment Advisory’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	-1,060	Closed	-$25.1K	–	1868
2023 Q3	$25.1K	Buy	+1,060	New	+$25K	﹤0.01%	1044

Other funds holding IBHC

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

Cary Street Partners Investment Advisory's IBHC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 1,060 shares — an estimated $25.1K sold.

Cary Street Partners Investment Advisory first reported a position in IBHC in Q3 2023 and held it in 1 quarter. The position peaked at $25.1K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,060 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $25.1K.
Cary Street Partners Investment Advisory first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $25.1K 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 Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.