PWM
IBHF icon

Prentice Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Prentice Wealth Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$22K – 127
2022
Q2 		$22K Buy
+1,000
New +$23.3K 0.02% 89

Other funds holding IBHF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Prentice Wealth Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2022, closing a stake of 1,000 shares — an estimated $22K sold.

Prentice Wealth Management first reported a position in IBHF in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 18 funds tracked by Wall St. Rank hold IBHF as of Q3 2022.

  • Prentice Wealth Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 1,000 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2022, an estimated $22K.
  • Prentice Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2022 and held it in 1 quarter.
  • Prentice Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $22K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held iShares iBonds 2026 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.