4WM
IBHC
4J Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,841
| Closed | -$256K | – | 88 |
|
|
2023
Q3 | $256K | Hold |
10,841
| – | – | 0.26% | 68 |
|
|
2023
Q2 | $256K | Sell |
10,841
-350
| -3% | -$8.27K | 0.25% | 67 |
|
|
2023
Q1 | $264K | Buy |
11,191
+300
| +3% | +$7.08K | 0.28% | 64 |
|
|
2022
Q4 | $256K | Buy |
10,891
+1,220
| +13% | +$28.6K | 0.3% | 65 |
|
|
2022
Q3 | $226K | Buy |
+9,671
| New | +$226K | 0.29% | 63 |
|