AO
IBHD
Advisor OS’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,774
| Closed | -$204K | – | 457 |
|
2024
Q3 | $204K | Sell |
8,774
-242
| -3% | -$5.64K | 0.02% | 394 |
|
2024
Q2 | $210K | Buy |
9,016
+16
| +0.2% | +$372 | 0.02% | 371 |
|
2024
Q1 | $210K | Hold |
9,000
| – | – | 0.02% | 369 |
|
2023
Q4 | $209K | Hold |
9,000
| – | – | 0.03% | 319 |
|
2023
Q3 | $209K | Hold |
9,000
| – | – | 0.03% | 273 |
|
2023
Q2 | $208K | Sell |
9,000
-4,000
| -31% | -$92.3K | 0.03% | 282 |
|
2023
Q1 | $301K | Buy |
+13,000
| New | +$301K | 0.07% | 193 |
|