Linscomb Wealth’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Linscomb Wealth’s Portfolio IBHA Stock Details IBHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,856	Closed	-$214K	–	323
2020 Q3	$214K	Buy	8,856 +73	+0.8%	+$1.75K	0.01%	273
2020 Q2	$209K	Buy	8,783 +84	+1%	+$1.97K	0.02%	279
2020 Q1	$201K	Buy	8,699 +64	+0.7%	+$1.57K	0.02%	374
2019 Q4	$215K	Buy	+8,635	New	+$215K	0.01%	400

Other funds holding IBHA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth's IBHA Position: Q4 2020 in Review

Linscomb Wealth sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2020, closing a stake of 8,856 shares — an estimated $214K sold.

Linscomb Wealth first reported a position in IBHA in Q4 2019 and held it in 4 quarters. The position peaked at $215K in Q4 2019. 22 funds tracked by Wall St. Rank hold IBHA as of Q4 2020.

Linscomb Wealth reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2020 after selling out during the quarter.
Linscomb Wealth sold 8,856 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2020, an estimated $214K.
Linscomb Wealth first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2019 and held it in 4 quarters.
Linscomb Wealth's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $215K in Q4 2019.
22 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2020.

Based on Linscomb Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.