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

Tyler-Stone 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	-2,060	Closed	-$49K	–	991
2023 Q3	$49K	Sell	2,060 -1,501	-42%	-$35.4K	0.03%	349
2023 Q2	$84K	Buy	+3,561	New	+$84K	0.05%	270
2022 Q4	$129K	Buy	5,500 +3,500	+175%	+$82K	0.09%	200
2022 Q3	$47K	Buy	+2,000	New	+$46.9K	0.04%	306

Other funds holding IBHC

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

Tyler-Stone Wealth Management's IBHC Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 2,060 shares — an estimated $49K sold.

Tyler-Stone Wealth Management first reported a position in IBHC in Q3 2022 and held it in 4 quarters. The position peaked at $129K in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Tyler-Stone 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.
Tyler-Stone Wealth Management sold 2,060 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $49K.
Tyler-Stone Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2022 and held it in 4 quarters.
Tyler-Stone Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $129K 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 Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.