Commonwealth Equity Services’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Commonwealth Equity Services’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	-124,303	Closed	-$2.94M	–	4050
2023 Q3	$2.94M	Buy	124,303 +7,653	+7%	+$181K	0.01%	1349
2023 Q2	$2.76M	Buy	116,650 +6,784	+6%	+$160K	0.01%	1412
2023 Q1	$2.59K	Buy	109,866 +5,411	+5%	+$127K	0.01%	1399
2022 Q4	$2.45M	Buy	104,455 +13,553	+15%	+$318K	0.01%	1376
2022 Q3	$2.12M	Buy	90,902 +25,497	+39%	+$598K	0.01%	1376
2022 Q2	$1.53M	Buy	65,405 +26,608	+69%	+$628K	﹤0.01%	1593
2022 Q1	$923K	Buy	38,797 +4,967	+15%	+$119K	﹤0.01%	2059
2021 Q4	$825K	Buy	33,830 +1,697	+5%	+$41.6K	﹤0.01%	2129
2021 Q3	$792K	Buy	32,133 +4,881	+18%	+$120K	﹤0.01%	2108
2021 Q2	$675K	Buy	27,252 +6,053	+29%	+$149K	﹤0.01%	2220
2021 Q1	$522K	Buy	+21,199	New	+$519K	﹤0.01%	2303

Other funds holding IBHC

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

Commonwealth Equity Services's IBHC Position: Q4 2023 in Review

Commonwealth Equity Services sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 124,303 shares — an estimated $2.94M sold.

Commonwealth Equity Services first reported a position in IBHC in Q1 2021 and held it in 11 quarters. The position peaked at $2.94M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Commonwealth Equity Services reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Commonwealth Equity Services sold 124,303 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $2.94M.
Commonwealth Equity Services first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 11 quarters.
Commonwealth Equity Services's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $2.94M 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 Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.