Snowden Capital Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Snowden Capital Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-205,549	Closed	-$4.73M	–	1114
2023 Q2	$4.73M	Buy	205,549 +9,392	+5%	+$214K	0.17%	163
2023 Q1	$4.49M	Buy	196,157 +12,853	+7%	+$293K	0.17%	151
2022 Q4	$4.13M	Buy	+183,304	New	+$4.13M	0.17%	148

Other funds holding IBHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Snowden Capital Advisors's IBHE Position: Q3 2023 in Review

Snowden Capital Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2023, closing a stake of 205,549 shares — an estimated $4.73M sold.

Snowden Capital Advisors first reported a position in IBHE in Q4 2022 and held it in 3 quarters. The position peaked at $4.73M in Q2 2023. 71 funds tracked by Wall St. Rank hold IBHE as of Q3 2023.

Snowden Capital Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 205,549 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2023, an estimated $4.73M.
Snowden Capital Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 3 quarters.
Snowden Capital Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.73M in Q2 2023.
71 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.