Valley National Advisers’s iShares iBonds 2022 Term High Yield and Income ETF IBHB Stock Holding History

Valley National Advisers’s Portfolio IBHB Stock Details IBHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,277	Closed	-$247K	–	1019
2022 Q3	$247K	Sell	10,277 -5,246	-34%	-$126K	0.05%	224
2022 Q2	$372K	Sell	15,523 -50,960	-77%	-$1.22M	0.08%	176
2022 Q1	$1.6M	Sell	66,483 -8,423	-11%	-$203K	0.31%	72
2021 Q4	$1.81M	Sell	74,906 -775	-1%	-$18.7K	0.33%	80
2021 Q3	$1.83M	Sell	75,681 -1,660	-2%	-$40.2K	0.33%	83
2021 Q2	$1.88M	Buy	77,341 +13,002	+20%	+$315K	0.34%	78
2021 Q1	$1.56M	Buy	64,339 +47,469	+281%	+$1.15M	0.31%	84
2020 Q4	$409K	Buy	16,870 +15,306	+979%	+$368K	0.09%	149
2020 Q3	$37K	Buy	+1,564	New	+$37K	0.01%	316

Valley National Advisers's IBHB Position: Q4 2022 in Review

Valley National Advisers sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 10,277 shares — an estimated $247K sold.

Valley National Advisers first reported a position in IBHB in Q3 2020 and held it in 9 quarters. The position peaked at $1.88M in Q2 2021. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

Valley National Advisers reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
Valley National Advisers sold 10,277 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $247K.
Valley National Advisers first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q3 2020 and held it in 9 quarters.
Valley National Advisers's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $1.88M in Q2 2021.
0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.