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

Childress Capital 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
2022 Q1	–	Sell	-19,393	Closed	-$473K	–	196
2021 Q4	$473K	Buy	19,393 +2,486	+15%	+$60.9K	0.2%	92
2021 Q3	$417K	Hold	16,907	–	–	0.17%	111
2021 Q2	$419K	Hold	16,907	–	–	0.19%	91
2021 Q1	$416K	Buy	+16,907	New	+$414K	0.19%	99

Other funds holding IBHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Childress Capital Advisors's IBHC Position: Q1 2022 in Review

Childress Capital Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q1 2022, closing a stake of 19,393 shares — an estimated $473K sold.

Childress Capital Advisors first reported a position in IBHC in Q1 2021 and held it in 4 quarters. The position peaked at $473K in Q4 2021. 30 funds tracked by Wall St. Rank hold IBHC as of Q1 2022.

Childress Capital Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q1 2022 after selling out during the quarter.
Childress Capital Advisors sold 19,393 iShares iBonds 2023 Term High Yield and Income ETF shares in Q1 2022, an estimated $473K.
Childress Capital Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 4 quarters.
Childress Capital Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $473K in Q4 2021.
30 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q1 2022.

Based on Childress Capital Advisors's 13F filing for Q1 2022, filed 10 May 2022.