Tradition Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Tradition Wealth Management’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	-8,673	Closed	-$205K	–	1389
2023 Q3	$205K	Buy	8,673 +104	+1%	+$2.46K	0.02%	307
2023 Q2	$202K	Buy	8,569 +92	+1%	+$2.17K	0.02%	309
2023 Q1	$200K	Buy	8,477 +55	+0.7%	+$1.29K	0.02%	300
2022 Q4	$198K	Buy	8,422 +92	+1%	+$2.15K	0.03%	266
2022 Q3	$195K	Buy	8,330 +59	+0.7%	+$1.39K	0.03%	258
2022 Q2	$193K	Buy	8,271 +58	+0.7%	+$1.37K	0.03%	264
2022 Q1	$196K	Buy	8,213 +20	+0.2%	+$481	0.03%	297
2021 Q4	$200K	Buy	+8,193	New	+$201K	0.03%	305

Other funds holding IBHC

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

Tradition Wealth Management's IBHC Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 8,673 shares — an estimated $205K sold.

Tradition Wealth Management first reported a position in IBHC in Q4 2021 and held it in 8 quarters. The position peaked at $205K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Tradition Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 8,673 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $205K.
Tradition Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2021 and held it in 8 quarters.
Tradition Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $205K 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 Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.