WANY
IBCE

Wealthspire Advisors (New York)’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,751
Closed -$236K – 612
2022
Q3 		$236K Buy
+9,751
New +$236K ﹤0.01% 450

Other funds holding IBCE

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBCE Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q4 2022, closing a stake of 9,751 shares — an estimated $236K sold.

Wealthspire Advisors (New York) first reported a position in IBCE in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 21 funds tracked by Wall St. Rank hold IBCE as of Q4 2022.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 9,751 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q4 2022, an estimated $236K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q3 2022 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $236K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.