CGFA
IBHC

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

Colton Groome Financial 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
-16,000
Closed -$378K – 135
2023
Q3 		$378K Hold
16,000
– – 0.19% 79
2023
Q2 		$378K Hold
16,000
– – 0.18% 84
2023
Q1 		$378K Hold
16,000
– – 0.18% 93
2022
Q4 		$376K Hold
16,000
– – 0.18% 88
2022
Q3 		$374K Hold
16,000
– – 0.19% 69
2022
Q2 		$374K Hold
16,000
– – 0.19% 65
2022
Q1 		$381K Hold
16,000
– – 0.18% 69
2021
Q4 		$391K Hold
16,000
– – 0.16% 90
2021
Q3 		$395K Hold
16,000
– – 0.17% 82
2021
Q2 		$397K Hold
16,000
– – 0.18% 80
2021
Q1 		$394K Buy
+16,000
New +$392K 0.22% 47

Other funds holding IBHC

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

Colton Groome Financial Advisors's IBHC Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 16,000 shares — an estimated $378K sold.

Colton Groome Financial Advisors first reported a position in IBHC in Q1 2021 and held it in 11 quarters. The position peaked at $397K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 16,000 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $378K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 11 quarters.
  • Colton Groome Financial Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $397K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.