OMC
IBHC

Old Mission Capital’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Old Mission Capital’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
-15,159
Closed -$358K – 1708
2023
Q3 		$358K Sell
15,159
-3,022
-17% -$71.3K 0.01% 817
2023
Q2 		$430K Buy
+18,181
New +$429K 0.01% 697

Other funds holding IBHC

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

Old Mission Capital's IBHC Position: Q4 2023 in Review

Old Mission Capital sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 15,159 shares — an estimated $358K sold.

Old Mission Capital first reported a position in IBHC in Q2 2023 and held it in 2 quarters. The position peaked at $430K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Old Mission Capital reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Old Mission Capital sold 15,159 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $358K.
  • Old Mission Capital first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2023 and held it in 2 quarters.
  • Old Mission Capital's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $430K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Old Mission Capital's 13F filing for Q4 2023, filed 14 Feb 2024.