SAG
IBHC

SageView Advisory Group’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

SageView Advisory Group’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
-249,429
Closed -$5.9M – 709
2023
Q3 		$5.9M Buy
249,429
+864
+0.3% +$20.4K 0.34% 41
2023
Q2 		$5.87M Buy
248,565
+1,005
+0.4% +$23.7K 0.33% 44
2023
Q1 		$5.84M Sell
247,560
-8,100
-3% -$191K 0.37% 41
2022
Q4 		$6M Buy
+255,660
New +$5.99M 0.49% 47

Other funds holding IBHC

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

SageView Advisory Group's IBHC Position: Q4 2023 in Review

SageView Advisory Group sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 249,429 shares — an estimated $5.9M sold.

SageView Advisory Group first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $6M in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • SageView Advisory Group reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 249,429 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $5.9M.
  • SageView Advisory Group first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
  • SageView Advisory Group's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $6M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.