Element Wealth’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Element Wealth’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	-5,161	Closed	-$122K	–	269
2023 Q3	$122K	Hold	5,161	–	–	0.09%	142
2023 Q2	$122K	Hold	5,161	–	–	0.08%	142
2023 Q1	$122K	Buy	5,161 +554	+12%	+$13K	0.09%	132
2022 Q4	$108K	Buy	+4,607	New	+$108K	0.09%	135

Other funds holding IBHC

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

Element Wealth's IBHC Position: Q4 2023 in Review

Element Wealth sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 5,161 shares — an estimated $122K sold.

Element Wealth first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $122K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Element Wealth reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Element Wealth sold 5,161 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $122K.
Element Wealth first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Element Wealth's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $122K 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 Element Wealth's 13F filing for Q4 2023, filed 1 Feb 2024.