PFM
IBHC

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

Phillips Financial Management’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
-31,153
Closed -$736K – 260
2023
Q3 		$736K Buy
31,153
+14
+0% +$330 0.07% 110
2023
Q2 		$736K Buy
31,139
+12
+0% +$283 0.07% 108
2023
Q1 		$735K Buy
+31,127
New +$733K 0.07% 107

Other funds holding IBHC

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

Phillips Financial Management's IBHC Position: Q4 2023 in Review

Phillips Financial Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 31,153 shares — an estimated $736K sold.

Phillips Financial Management first reported a position in IBHC in Q1 2023 and held it in 3 quarters. The position peaked at $736K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Phillips Financial Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Phillips Financial Management sold 31,153 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $736K.
  • Phillips Financial Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2023 and held it in 3 quarters.
  • Phillips Financial Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $736K 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 Phillips Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.