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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,157
Closed -$1.18M 3271
2023
Q4
$1.18M Sell
50,157
-1,813
-3% -$42.8K 0.06% 351
2023
Q3
$1.23M Buy
51,970
+7,831
+18% +$185K 0.06% 341
2023
Q2
$1.04M Buy
44,139
+7,961
+22% +$188K 0.04% 417
2023
Q1
$904K Buy
36,178
+2,849
+9% +$67.1K 0.04% 419
2022
Q4
$831K Buy
33,329
+15,502
+87% +$363K 0.02% 686
2022
Q3
$446K Buy
+17,827
New +$418K 0.01% 983

IFP Advisors's IBHC Position: Q1 2024 in Review

IFP Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q1 2024, closing a stake of 50,157 shares — an estimated $1.18M sold.

IFP Advisors first reported a position in IBHC in Q3 2022 and held it in 6 quarters. The position peaked at $1.23M in Q3 2023. 0 funds tracked by Wall St. Rank hold IBHC as of Q1 2024.

  • IFP Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 50,157 iShares iBonds 2023 Term High Yield and Income ETF shares in Q1 2024, an estimated $1.18M.
  • IFP Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 6 quarters.
  • IFP Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $1.23M in Q3 2023.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.