LIA
IBHC

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

LBMC Investment Advisors’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
-20,951
Closed -$494K – 172
2023
Q3 		$494K Buy
20,951
+215
+1% +$5.08K 0.05% 95
2023
Q2 		$490K Buy
20,736
+187
+0.9% +$4.41K 0.05% 97
2023
Q1 		$485K Buy
20,549
+112
+0.5% +$2.64K 0.05% 100
2022
Q4 		$480K Buy
+20,437
New +$479K 0.05% 95

Other funds holding IBHC

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

LBMC Investment Advisors's IBHC Position: Q4 2023 in Review

LBMC Investment Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 20,951 shares — an estimated $494K sold.

LBMC Investment Advisors first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $494K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • LBMC Investment Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • LBMC Investment Advisors sold 20,951 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $494K.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
  • LBMC Investment Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $494K 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 LBMC Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.