EI
IBCE

Ellevest Inc’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Ellevest Inc’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$2K – 1831
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1242
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1229
2021
Q3 		$2K Hold
100
– – ﹤0.01% 1212
2021
Q2 		$2K Hold
100
– – ﹤0.01% 1106
2021
Q1 		$2K Hold
100
– – ﹤0.01% 1116
2020
Q4 		$3K Buy
+100
New +$2.51K ﹤0.01% 948

Other funds holding IBCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
APC
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ellevest Inc's IBCE Position: Q2 2022 in Review

Ellevest Inc sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Ellevest Inc first reported a position in IBCE in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q4 2020. 17 funds tracked by Wall St. Rank hold IBCE as of Q2 2022.

  • Ellevest Inc reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 100 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q2 2022, an estimated $2K.
  • Ellevest Inc first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q4 2020 and held it in 6 quarters.
  • Ellevest Inc's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $3K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.