Klaas Financial Asset Advisors’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
-40,565
Closed -$975K 85
2022
Q3
$975K Sell
40,565
-94
-0.2% -$2.26K 0.25% 33
2022
Q2
$976K Sell
40,659
-3,134
-7% -$75.3K 0.24% 31
2022
Q1
$1.05M Sell
43,793
-7,135
-14% -$172K 0.24% 29
2021
Q4
$1.23M Buy
50,928
+11,980
+31% +$289K 0.28% 28
2021
Q3
$943K Sell
38,948
-3,751
-9% -$90.9K 0.23% 29
2021
Q2
$1.04M Buy
42,699
+24,016
+129% +$583K 0.26% 28
2021
Q1
$454K Sell
18,683
-7,848
-30% -$190K 0.13% 29
2020
Q4
$644K Buy
+26,531
New +$638K 0.19% 28

Klaas Financial Asset Advisors's IBHB Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 40,565 shares — an estimated $975K sold.

Klaas Financial Asset Advisors first reported a position in IBHB in Q4 2020 and held it in 8 quarters. The position peaked at $1.23M in Q4 2021. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 40,565 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $975K.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q4 2020 and held it in 8 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $1.23M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.