PWS
IBHC

Peloton Wealth Strategists’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Peloton Wealth Strategists’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
-153,325
Closed -$3.63M – 95
2023
Q3 		$3.63M Sell
153,325
-3,750
-2% -$88.5K 1.67% 25
2023
Q2 		$3.71M Buy
157,075
+2,675
+2% +$63.1K 1.64% 24
2023
Q1 		$3.65M Buy
154,400
+19,875
+15% +$468K 1.66% 21
2022
Q4 		$3.16M Buy
134,525
+26,700
+25% +$626K 1.52% 27
2022
Q3 		$2.52M Buy
107,825
+6,525
+6% +$153K 1.31% 32
2022
Q2 		$2.37M Buy
101,300
+10,000
+11% +$236K 1.16% 35
2022
Q1 		$2.17M Buy
91,300
+22,300
+32% +$536K 0.91% 45
2021
Q4 		$1.68M Buy
69,000
+30,000
+77% +$735K 0.68% 53
2021
Q3 		$962K Buy
39,000
+19,000
+95% +$469K 0.39% 65
2021
Q2 		$496K Buy
+20,000
New +$493K 0.2% 72

Other funds holding IBHC

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

Peloton Wealth Strategists's IBHC Position: Q4 2023 in Review

Peloton Wealth Strategists sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 153,325 shares — an estimated $3.63M sold.

Peloton Wealth Strategists first reported a position in IBHC in Q2 2021 and held it in 10 quarters. The position peaked at $3.71M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Peloton Wealth Strategists reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Peloton Wealth Strategists sold 153,325 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $3.63M.
  • Peloton Wealth Strategists first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2021 and held it in 10 quarters.
  • Peloton Wealth Strategists's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $3.71M 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 Peloton Wealth Strategists's 13F filing for Q4 2023, filed 15 Feb 2024.