Valley National Advisers’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
-25,319
Closed -$612K 993
2021
Q3
$612K Buy
25,319
+43
+0.2% +$1.04K 0.11% 145
2021
Q2
$612K Sell
25,276
-906
-3% -$21.9K 0.11% 144
2021
Q1
$633K Buy
26,182
+8,585
+49% +$208K 0.12% 137
2020
Q4
$427K Buy
17,597
+16,060
+1,045% +$389K 0.09% 143
2020
Q3
$37K Buy
+1,537
New +$36.9K 0.01% 317

Valley National Advisers's IBHA Position: Q4 2021 in Review

Valley National Advisers sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 25,319 shares — an estimated $612K sold.

Valley National Advisers first reported a position in IBHA in Q3 2020 and held it in 5 quarters. The position peaked at $633K in Q1 2021. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

  • Valley National Advisers reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Valley National Advisers sold 25,319 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $612K.
  • Valley National Advisers first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q3 2020 and held it in 5 quarters.
  • Valley National Advisers's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $633K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

Based on Valley National Advisers's 13F filing for Q4 2021, filed 11 Feb 2022.