Ken Fisher
IBHC

Ken Fisher’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Ken Fisher’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
2021
Q4 		– Sell
-16,945
Closed -$418K – 1005
2021
Q3 		$418K Buy
+16,945
New +$418K ﹤0.01% 756

Other funds holding IBHC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

Ken Fisher's IBHC Position: Q4 2021 in Review

Ken Fisher sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2021, closing a stake of 16,945 shares — an estimated $418K sold.

Ken Fisher first reported a position in IBHC in Q3 2021 and held it in 1 quarter. The position peaked at $418K in Q3 2021. 31 funds tracked by Wall St. Rank hold IBHC as of Q4 2021.

  • Ken Fisher reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Ken Fisher sold 16,945 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2021, an estimated $418K.
  • Ken Fisher first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2021 and held it in 1 quarter.
  • Ken Fisher's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $418K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2021.

Based on Fisher Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.