Farther Finance Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Farther Finance Advisors’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	-3,210	Closed	-$75.9K	–	3631
2023 Q3	$75.9K	Hold	3,210	–	–	0.01%	652
2023 Q2	$75.9K	Buy	3,210 +470	+17%	+$11.1K	0.02%	549
2023 Q1	$64.7K	Buy	2,740 +1,853	+209%	+$43.6K	0.02%	528
2022 Q4	$20.8K	Buy	+887	New	+$20.8K	0.01%	722

Other funds holding IBHC

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

Farther Finance Advisors's IBHC Position: Q4 2023 in Review

Farther Finance Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 3,210 shares — an estimated $75.9K sold.

Farther Finance Advisors first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $75.9K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Farther Finance Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 3,210 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $75.9K.
Farther Finance Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Farther Finance Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $75.9K 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 Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.