Sunbelt Securities’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Sunbelt Securities’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	-7,325	Closed	-$173K	–	1807
2023 Q3	$173K	Sell	7,325 -825	-10%	-$19.5K	0.02%	513
2023 Q2	$193K	Hold	8,150	–	–	0.03%	468
2023 Q1	$192K	Sell	8,150 -750	-8%	-$17.7K	0.03%	445
2022 Q4	$209K	Buy	+8,900	New	+$209K	0.04%	425

Other funds holding IBHC

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

Sunbelt Securities's IBHC Position: Q4 2023 in Review

Sunbelt Securities sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 7,325 shares — an estimated $173K sold.

Sunbelt Securities first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $209K in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Sunbelt Securities reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 7,325 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $173K.
Sunbelt Securities first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Sunbelt Securities's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $209K 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 Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.