Wealth Enhancement Advisory Services
IBHC

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

Wealth Enhancement Advisory Services’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
-11,886
Closed -$281K – 2455
2023
Q3 		$281K Buy
+11,886
New +$281K ﹤0.01% 1781

Other funds holding IBHC

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

Wealth Enhancement Advisory Services's IBHC Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 11,886 shares — an estimated $281K sold.

Wealth Enhancement Advisory Services first reported a position in IBHC in Q3 2023 and held it in 1 quarter. The position peaked at $281K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,886 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $281K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $281K 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 Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.