WWM
IBHC

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

WJ 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
2022
Q2 		– Sell
-265,069
Closed -$6.3M – 62
2022
Q1 		$6.3M Buy
+265,069
New +$6.37M 4.19% 11

Other funds holding IBHC

ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

WJ Wealth Management's IBHC Position: Q2 2022 in Review

WJ Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q2 2022, closing a stake of 265,069 shares — an estimated $6.3M sold.

WJ Wealth Management first reported a position in IBHC in Q1 2022 and held it in 1 quarter. The position peaked at $6.3M in Q1 2022. 37 funds tracked by Wall St. Rank hold IBHC as of Q2 2022.

  • WJ Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q2 2022 after selling out during the quarter.
  • WJ Wealth Management sold 265,069 iShares iBonds 2023 Term High Yield and Income ETF shares in Q2 2022, an estimated $6.3M.
  • WJ Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2022 and held it in 1 quarter.
  • WJ Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $6.3M in Q1 2022.
  • 37 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q2 2022.

Based on WJ Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.