Advance Capital Management’s iShares iBonds 2022 Term High Yield and Income ETF IBHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,477
Closed -$300K 112
2022
Q3
$300K Sell
12,477
-1,453
-10% -$34.9K 0.04% 62
2022
Q2
$334K Buy
13,930
+2,085
+18% +$50.1K 0.04% 58
2022
Q1
$285K Buy
+11,845
New +$285K 0.03% 66

Advance Capital Management's IBHB Position: Q4 2022 in Review

Advance Capital Management sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 12,477 shares — an estimated $300K sold.

Advance Capital Management first reported a position in IBHB in Q1 2022 and held it in 3 quarters. The position peaked at $334K in Q2 2022. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • Advance Capital Management reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Advance Capital Management sold 12,477 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $300K.
  • Advance Capital Management first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q1 2022 and held it in 3 quarters.
  • Advance Capital Management's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $334K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on Advance Capital Management's 13F filing for Q4 2022, filed 8 Feb 2023.