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

Crescent Capital Consulting’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
2021 Q4	–	Sell	-12,280	Closed	-$297K	–	528
2021 Q3	$297K	Buy	12,280 +3,007	+32%	+$72.9K	0.05%	149
2021 Q2	$225K	Buy	9,273 +4,273	+85%	+$104K	0.04%	165
2021 Q1	$122K	Buy	+5,000	New	+$121K	0.03%	216

Other funds holding IBHB

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ADL

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Crescent Capital Consulting's IBHB Position: Q4 2021 in Review

Crescent Capital Consulting sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2021, closing a stake of 12,280 shares — an estimated $297K sold.

Crescent Capital Consulting first reported a position in IBHB in Q1 2021 and held it in 3 quarters. The position peaked at $297K in Q3 2021. 28 funds tracked by Wall St. Rank hold IBHB as of Q4 2021.

Crescent Capital Consulting reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
Crescent Capital Consulting sold 12,280 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2021, an estimated $297K.
Crescent Capital Consulting first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q1 2021 and held it in 3 quarters.
Crescent Capital Consulting's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $297K in Q3 2021.
28 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.