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

Endowment Wealth Management’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	-27,742	Closed	-$656K	–	141
2023 Q3	$656K	Buy	27,742 +3,077	+12%	+$72.6K	0.59%	44
2023 Q2	$583K	Buy	24,665 +1,287	+6%	+$30.4K	0.53%	48
2023 Q1	$552K	Buy	23,378 +11,608	+99%	+$273K	0.55%	46
2022 Q4	$276K	Buy	+11,770	New	+$276K	0.3%	82

Other funds holding IBHC

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

Endowment Wealth Management's IBHC Position: Q4 2023 in Review

Endowment Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 27,742 shares — an estimated $656K sold.

Endowment Wealth Management first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $656K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Endowment Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Endowment Wealth Management sold 27,742 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $656K.
Endowment Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Endowment Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $656K 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 Endowment Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.