McLean Asset Management’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
-10,550
Closed -$253K 142
2022
Q3
$253K Hold
10,550
0.1% 98
2022
Q2
$253K Hold
10,550
0.1% 95
2022
Q1
$254K Hold
10,550
0.19% 99
2021
Q4
$254K Sell
10,550
-7,300
-41% -$176K 0.1% 110
2021
Q3
$433K Buy
+17,850
New +$433K 0.17% 66

McLean Asset Management's IBHB Position: Q4 2022 in Review

McLean Asset Management sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 10,550 shares — an estimated $253K sold.

McLean Asset Management first reported a position in IBHB in Q3 2021 and held it in 5 quarters. The position peaked at $433K in Q3 2021. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • McLean Asset Management reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • McLean Asset Management sold 10,550 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $253K.
  • McLean Asset Management first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q3 2021 and held it in 5 quarters.
  • McLean Asset Management's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $433K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on McLean Asset Management's 13F filing for Q4 2022, filed 19 Jan 2023.