UBS Group’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

UBS Group’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	-1,066	Closed	-$25.2K	–	10334
2023 Q3	$25.2K	Sell	1,066 -4,389	-80%	-$104K	﹤0.01%	6682
2023 Q2	$129K	Buy	5,455 +2,929	+116%	+$69.1K	﹤0.01%	5815
2023 Q1	$59.6K	Buy	+2,526	New	+$59.5K	﹤0.01%	6319
2022 Q4	–	Sell	-500	Closed	-$12K	–	11398
2022 Q3	$12K	Buy	500 +171	+52%	+$4.01K	﹤0.01%	8222
2022 Q2	$8K	Sell	329 -524	-61%	-$12.4K	﹤0.01%	8395
2022 Q1	$20K	Buy	853 +220	+35%	+$5.29K	﹤0.01%	7474
2021 Q4	$15K	Buy	+633	New	+$15.5K	﹤0.01%	8278

Other funds holding IBHC

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

UBS Group's IBHC Position: Q4 2023 in Review

UBS Group sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 1,066 shares — an estimated $25.2K sold.

UBS Group first reported a position in IBHC in Q4 2021 and held it in 7 quarters. The position peaked at $129K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

UBS Group reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 1,066 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $25.2K.
UBS Group first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2021 and held it in 7 quarters.
UBS Group's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $129K in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.