CGFA
IBHB

Colton Groome Financial Advisors’s iShares iBonds 2022 Term High Yield and Income ETF IBHB Stock Holding History

Colton Groome Financial Advisors’s Portfolio IBHB Stock Details IBHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,200
Closed -$365K – 130
2022
Q3 		$365K Hold
15,200
– – 0.19% 70
2022
Q2 		$365K Hold
15,200
– – 0.18% 70
2022
Q1 		$366K Hold
15,200
– – 0.17% 72
2021
Q4 		$366K Hold
15,200
– – 0.15% 93
2021
Q3 		$368K Hold
15,200
– – 0.16% 86
2021
Q2 		$369K Hold
15,200
– – 0.17% 86
2021
Q1 		$369K Buy
+15,200
New +$368K 0.21% 52

Colton Groome Financial Advisors's IBHB Position: Q4 2022 in Review

Colton Groome Financial Advisors sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 15,200 shares — an estimated $365K sold.

Colton Groome Financial Advisors first reported a position in IBHB in Q1 2021 and held it in 7 quarters. The position peaked at $369K in Q2 2021. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 15,200 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $365K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q1 2021 and held it in 7 quarters.
  • Colton Groome Financial Advisors's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $369K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.