WP
IBHC

WealthSource Partners’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

WealthSource Partners’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
-20,182
Closed -$477K – 526
2023
Q3 		$477K Buy
20,182
+56
+0.3% +$1.32K 0.03% 322
2023
Q2 		$476K Buy
20,126
+317
+2% +$7.48K 0.03% 331
2023
Q1 		$468K Buy
19,809
+5,209
+36% +$123K 0.03% 317
2022
Q4 		$343K Buy
+14,600
New +$342K 0.02% 371

Other funds holding IBHC

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

WealthSource Partners's IBHC Position: Q4 2023 in Review

WealthSource Partners sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 20,182 shares — an estimated $477K sold.

WealthSource Partners first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $477K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • WealthSource Partners reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 20,182 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $477K.
  • WealthSource Partners first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
  • WealthSource Partners's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $477K 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 WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.