CA
IBHC

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

Cetera Advisors’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
-10,545
Closed -$249K – 1881
2023
Q3 		$249K Sell
10,545
-3,611
-26% -$85.2K ﹤0.01% 1425
2023
Q2 		$335K Sell
14,156
-10,023
-41% -$236K 0.01% 1254
2023
Q1 		$571K Sell
24,179
-2,126
-8% -$50.1K 0.01% 952
2022
Q4 		$617K Buy
26,305
+1,643
+7% +$38.5K 0.01% 872
2022
Q3 		$576K Sell
24,662
-6,530
-21% -$153K 0.02% 722
2022
Q2 		$730K Buy
31,192
+20,524
+192% +$484K 0.02% 685
2022
Q1 		$254K Hold
10,668
– – 0.01% 1188
2021
Q4 		$260K Hold
10,668
– – 0.01% 1190
2021
Q3 		$263K Sell
10,668
-5,200
-33% -$128K 0.01% 1179
2021
Q2 		$393K Buy
15,868
+5,187
+49% +$128K 0.01% 926
2021
Q1 		$263K Buy
10,681
+481
+5% +$11.8K 0.01% 1022
2020
Q4 		$249K Buy
+10,200
New +$245K 0.01% 901

Other funds holding IBHC

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

Cetera Advisors's IBHC Position: Q4 2023 in Review

Cetera Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 10,545 shares — an estimated $249K sold.

Cetera Advisors first reported a position in IBHC in Q4 2020 and held it in 12 quarters. The position peaked at $730K in Q2 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Cetera Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 10,545 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $249K.
  • Cetera Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2020 and held it in 12 quarters.
  • Cetera Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $730K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.