WAS
IBHC

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

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-33,186
Closed -$785K – 200
2020
Q3 		$785K Buy
+33,186
New +$783K 0.21% 88

Other funds holding IBHC

Royal Bank of Canada
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HL
HeadInvest LLC Portland, Maine $488M AUM 14.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Wealth Advisory Solutions's IBHC Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2020, closing a stake of 33,186 shares — an estimated $785K sold.

Wealth Advisory Solutions first reported a position in IBHC in Q3 2020 and held it in 1 quarter. The position peaked at $785K in Q3 2020. 12 funds tracked by Wall St. Rank hold IBHC as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 33,186 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2020, an estimated $785K.
  • Wealth Advisory Solutions first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2020 and held it in 1 quarter.
  • Wealth Advisory Solutions's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $785K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.