IMA Advisory Services’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

IMA Advisory Services’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	-1	Closed	-$24	–	281
2023 Q3	$24	Hold	1	–	–	﹤0.01%	283
2023 Q2	$24	Hold	1	–	–	﹤0.01%	288
2023 Q1	$24	Hold	1	–	–	﹤0.01%	314
2022 Q4	$23	Buy	+1	New	+$23	﹤0.01%	339

Other funds holding IBHC

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

IMA Advisory Services's IBHC Position: Q4 2023 in Review

IMA Advisory Services sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 1 share — an estimated $24 sold.

IMA Advisory Services first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $24 in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

IMA Advisory Services reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 1 iShares iBonds 2023 Term High Yield and Income ETF share in Q4 2023, an estimated $24.
IMA Advisory Services first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
IMA Advisory Services's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $24 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 IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.