GRP
IBHC

Global Retirement Partners’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-215
Closed -$5.08K – 3356
2023
Q2 		$5.08K Hold
215
– – ﹤0.01% 2194
2023
Q1 		$5.07K Buy
+215
New +$5.06K ﹤0.01% 2160

Other funds holding IBHC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

Global Retirement Partners's IBHC Position: Q3 2023 in Review

Global Retirement Partners sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q3 2023, closing a stake of 215 shares — an estimated $5.08K sold.

Global Retirement Partners first reported a position in IBHC in Q1 2023 and held it in 2 quarters. The position peaked at $5.08K in Q2 2023. 71 funds tracked by Wall St. Rank hold IBHC as of Q3 2023.

  • Global Retirement Partners reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 215 iShares iBonds 2023 Term High Yield and Income ETF shares in Q3 2023, an estimated $5.08K.
  • Global Retirement Partners first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2023 and held it in 2 quarters.
  • Global Retirement Partners's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $5.08K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.