Peloton Wealth Strategists’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
-91,000
Closed -$2.19M 88
2022
Q3
$2.19M Sell
91,000
-500
-0.5% -$12K 1.14% 38
2022
Q2
$2.2M Sell
91,500
-6,000
-6% -$144K 1.07% 38
2022
Q1
$2.35M Buy
97,500
+1,500
+2% +$36.1K 0.98% 43
2021
Q4
$2.31M Buy
96,000
+9,000
+10% +$217K 0.93% 43
2021
Q3
$2.11M Buy
87,000
+57,000
+190% +$1.38M 0.86% 46
2021
Q2
$729K Buy
+30,000
New +$728K 0.3% 67

Peloton Wealth Strategists's IBHB Position: Q4 2022 in Review

Peloton Wealth Strategists sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 91,000 shares — an estimated $2.19M sold.

Peloton Wealth Strategists first reported a position in IBHB in Q2 2021 and held it in 6 quarters. The position peaked at $2.35M in Q1 2022. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • Peloton Wealth Strategists reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Peloton Wealth Strategists sold 91,000 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $2.19M.
  • Peloton Wealth Strategists first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q2 2021 and held it in 6 quarters.
  • Peloton Wealth Strategists's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $2.35M 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 Peloton Wealth Strategists's 13F filing for Q4 2022, filed 13 Feb 2023.