Mid-American Wealth Advisory Group’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-11,416	Closed	-$269K	–	78
2023 Q2	$269K	Buy	+11,416	New	+$269K	0.21%	63

Other funds holding IBHC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

RJA

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

PWS

Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

Mid-American Wealth Advisory Group's IBHC Position: Q3 2023 in Review

Mid-American Wealth Advisory Group sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q3 2023, closing a stake of 11,416 shares — an estimated $269K sold.

Mid-American Wealth Advisory Group first reported a position in IBHC in Q2 2023 and held it in 1 quarter. The position peaked at $269K in Q2 2023. 71 funds tracked by Wall St. Rank hold IBHC as of Q3 2023.

Mid-American Wealth Advisory Group reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 11,416 iShares iBonds 2023 Term High Yield and Income ETF shares in Q3 2023, an estimated $269K.
Mid-American Wealth Advisory Group first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2023 and held it in 1 quarter.
Mid-American Wealth Advisory Group's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $269K in Q2 2023.
71 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q3 2023.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.