Werba Rubin Papier Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Werba Rubin Papier Wealth Management’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	-142,406	Closed	-$3.37M	–	130
2023 Q3	$3.37M	Sell	142,406 -22,650	-14%	-$535K	1.2%	15
2023 Q2	$3.9M	Buy	165,056 +96	+0.1%	+$2.26K	1.35%	13
2023 Q1	$3.89M	Sell	164,960 -1,269	-0.8%	-$29.9K	1.53%	14
2022 Q4	$3.9M	Buy	+166,229	New	+$3.89M	1.61%	13

Other funds holding IBHC

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

Werba Rubin Papier Wealth Management's IBHC Position: Q4 2023 in Review

Werba Rubin Papier Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 142,406 shares — an estimated $3.37M sold.

Werba Rubin Papier Wealth Management first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $3.9M in Q4 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Werba Rubin Papier Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 142,406 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $3.37M.
Werba Rubin Papier Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Werba Rubin Papier Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $3.9M in Q4 2022.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.