Creative Financial Designs’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-287	Closed	-$6.75K	–	1441
2022 Q4	$6.75K	Buy	+287	New	+$6.72K	﹤0.01%	977

Other funds holding IBHC

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

ADL

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

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

RJFSA

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

Creative Financial Designs's IBHC Position: Q1 2023 in Review

Creative Financial Designs sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q1 2023, closing a stake of 287 shares — an estimated $6.75K sold.

Creative Financial Designs first reported a position in IBHC in Q4 2022 and held it in 1 quarter. The position peaked at $6.75K in Q4 2022. 69 funds tracked by Wall St. Rank hold IBHC as of Q1 2023.

Creative Financial Designs reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 287 iShares iBonds 2023 Term High Yield and Income ETF shares in Q1 2023, an estimated $6.75K.
Creative Financial Designs first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 1 quarter.
Creative Financial Designs's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $6.75K in Q4 2022.
69 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.