Wealth & Pension Services Group’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$213K Buy
+8,500
New +$212K 0.15% 113

Other funds holding IBHA

Wealth & Pension Services Group's IBHA Position: Q3 2019 in Review

Wealth & Pension Services Group opened a new position in iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q3 2019: 8,500 shares worth $213K. The stake represents 0.15% of the portfolio and ranks #113 among its holdings.

5 funds tracked by Wall St. Rank hold IBHA as of Q3 2019.

  • Wealth & Pension Services Group held 8,500 shares of iShares iBonds 2021 Term High Yield and Income ETF worth $213K as of Q3 2019.
  • iShares iBonds 2021 Term High Yield and Income ETF was a new Wealth & Pension Services Group position in Q3 2019.
  • iShares iBonds 2021 Term High Yield and Income ETF made up 0.15% of Wealth & Pension Services Group's portfolio in Q3 2019, its #113 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.