LPL Financial’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-43,270
Closed -$1.05M 4513
2021
Q3
$1.05M Sell
43,270
-5,000
-10% -$121K ﹤0.01% 2574
2021
Q2
$1.17M Buy
48,270
+712
+1% +$17.2K ﹤0.01% 2439
2021
Q1
$1.15M Buy
47,558
+29,662
+166% +$719K ﹤0.01% 2277
2020
Q4
$434K Buy
17,896
+6,423
+56% +$156K ﹤0.01% 2884
2020
Q3
$278K Buy
+11,473
New +$276K ﹤0.01% 2960

LPL Financial's IBHA Position: Q4 2021 in Review

LPL Financial sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 43,270 shares — an estimated $1.05M sold.

LPL Financial first reported a position in IBHA in Q3 2020 and held it in 5 quarters. The position peaked at $1.17M in Q2 2021. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

  • LPL Financial reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 43,270 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $1.05M.
  • LPL Financial first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q3 2020 and held it in 5 quarters.
  • LPL Financial's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $1.17M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.