SCA
IBHC

Snowden Capital Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Snowden Capital Advisors’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
-19,311
Closed -$457K – 1146
2023
Q3 		$457K Buy
19,311
+1,375
+8% +$32.5K 0.02% 696
2023
Q2 		$424K Buy
+17,936
New +$423K 0.02% 809

Other funds holding IBHC

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

Snowden Capital Advisors's IBHC Position: Q4 2023 in Review

Snowden Capital Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 19,311 shares — an estimated $457K sold.

Snowden Capital Advisors first reported a position in IBHC in Q2 2023 and held it in 2 quarters. The position peaked at $457K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Snowden Capital Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 19,311 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $457K.
  • Snowden Capital Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2023 and held it in 2 quarters.
  • Snowden Capital Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $457K 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 Snowden Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.