LPL Financial
IBHC

LPL Financial’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

LPL Financial’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
-194,785
Closed -$4.6M – 4938
2023
Q3 		$4.6M Sell
194,785
-60,049
-24% -$1.42M ﹤0.01% 1646
2023
Q2 		$6.02M Sell
254,834
-6,046
-2% -$143K ﹤0.01% 1457
2023
Q1 		$6.16M Buy
260,880
+10,556
+4% +$249K ﹤0.01% 1381
2022
Q4 		$5.88M Buy
250,324
+106,626
+74% +$2.5M 0.01% 1354
2022
Q3 		$3.36M Buy
143,698
+5,227
+4% +$123K ﹤0.01% 1638
2022
Q2 		$3.24M Sell
138,471
-252,024
-65% -$5.95M ﹤0.01% 1675
2022
Q1 		$9.3M Buy
390,495
+260,732
+201% +$6.27M 0.01% 1048
2021
Q4 		$3.17M Buy
129,763
+32,102
+33% +$787K ﹤0.01% 1740
2021
Q3 		$2.41M Buy
97,661
+39,762
+69% +$982K ﹤0.01% 1907
2021
Q2 		$1.44M Buy
57,899
+42,974
+288% +$1.06M ﹤0.01% 2255
2021
Q1 		$368K Buy
+14,925
New +$365K ﹤0.01% 3305

Other funds holding IBHC

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

LPL Financial's IBHC Position: Q4 2023 in Review

LPL Financial sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 194,785 shares — an estimated $4.6M sold.

LPL Financial first reported a position in IBHC in Q1 2021 and held it in 11 quarters. The position peaked at $9.3M in Q1 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • LPL Financial reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 194,785 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $4.6M.
  • LPL Financial first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 11 quarters.
  • LPL Financial's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $9.3M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.