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Cary Street Partners Investment Advisory’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,110
Closed -$25K – 1161
2023
Q3 		$25K Buy
+1,110
New +$25.1K ﹤0.01% 1046

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2023, closing a stake of 1,110 shares — an estimated $25K sold.

Cary Street Partners Investment Advisory first reported a position in IBHF in Q3 2023 and held it in 1 quarter. The position peaked at $25K in Q3 2023. 64 funds tracked by Wall St. Rank hold IBHF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,110 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2023, an estimated $25K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $25K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held iShares iBonds 2026 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.