PWM
IBHC

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

Prentice Wealth 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
2022
Q3 		– Sell
-200
Closed -$5K – 190
2022
Q2 		$5K Buy
+200
New +$4.72K 0.01% 118

Other funds holding IBHC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Prentice Wealth Management's IBHC Position: Q3 2022 in Review

Prentice Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Prentice Wealth Management first reported a position in IBHC in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 47 funds tracked by Wall St. Rank hold IBHC as of Q3 2022.

  • Prentice Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 200 iShares iBonds 2023 Term High Yield and Income ETF shares in Q3 2022, an estimated $5K.
  • Prentice Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2022 and held it in 1 quarter.
  • Prentice Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $5K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.