LPL Financial’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
-280,811
Closed -$6.75M 4625
2022
Q3
$6.75M Buy
280,811
+2,001
+0.7% +$48.1K 0.01% 1172
2022
Q2
$6.69M Sell
278,810
-7,857
-3% -$189K 0.01% 1203
2022
Q1
$6.91M Buy
286,667
+14,156
+5% +$340K 0.01% 1238
2021
Q4
$6.57M Buy
272,511
+50,808
+23% +$1.23M 0.01% 1278
2021
Q3
$5.37M Buy
221,703
+78,747
+55% +$1.91M 0.01% 1352
2021
Q2
$3.47M Buy
142,956
+124,134
+660% +$3.01M ﹤0.01% 1607
2021
Q1
$457K Buy
+18,822
New +$456K ﹤0.01% 3099

LPL Financial's IBHB Position: Q4 2022 in Review

LPL Financial sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 280,811 shares — an estimated $6.75M sold.

LPL Financial first reported a position in IBHB in Q1 2021 and held it in 7 quarters. The position peaked at $6.91M in Q1 2022. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • LPL Financial reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 280,811 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $6.75M.
  • LPL Financial first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q1 2021 and held it in 7 quarters.
  • LPL Financial's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $6.91M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.