KCM
IBHE

Karp Capital Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Karp Capital Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-222,720
Closed -$4.94M – 45
2022
Q3 		$4.94M Buy
+222,720
New +$5.08M 1.01% 39

Other funds holding IBHE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Karp Capital Management's IBHE Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2022, closing a stake of 222,720 shares — an estimated $4.94M sold.

Karp Capital Management first reported a position in IBHE in Q3 2022 and held it in 1 quarter. The position peaked at $4.94M in Q3 2022. 42 funds tracked by Wall St. Rank hold IBHE as of Q4 2022.

  • Karp Capital Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 222,720 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2022, an estimated $4.94M.
  • Karp Capital Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2022 and held it in 1 quarter.
  • Karp Capital Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.94M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.