M Holdings Securities’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

M Holdings Securities’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	-20,656	Closed	-$488K	–	197
2023 Q3	$488K	Buy	+20,656	New	+$488K	0.06%	159
2023 Q2	–	Sell	-18,059	Closed	-$426K	–	475
2023 Q1	$426K	Buy	+18,059	New	+$425K	0.04%	292

Other funds holding IBHC

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

M Holdings Securities's IBHC Position: Q4 2023 in Review

M Holdings Securities sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 20,656 shares — an estimated $488K sold.

M Holdings Securities first reported a position in IBHC in Q1 2023 and held it in 2 quarters. The position peaked at $488K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

M Holdings Securities reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
M Holdings Securities sold 20,656 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $488K.
M Holdings Securities first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2023 and held it in 2 quarters.
M Holdings Securities's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $488K 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 M Holdings Securities's 13F filing for Q4 2023, filed 14 Feb 2024.