AE Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,190
| Closed | -$501K | – | 2210 |
|
|
2023
Q3 | $501K | Sell |
21,190
-88,061
| -81% | -$2.08M | ﹤0.01% | 1381 |
|
|
2023
Q2 | $2.58M | Buy |
109,251
+41,097
| +60% | +$971K | 0.02% | 758 |
|
|
2023
Q1 | $1.61M | Buy |
+68,154
| New | +$1.61M | 0.01% | 869 |
|
|
2022
Q1 | – | Sell |
-15,580
| Closed | -$380K | – | 1834 |
|
|
2021
Q4 | $380K | Sell |
15,580
-47,641
| -75% | -$1.16M | ﹤0.01% | 1361 |
|
|
2021
Q3 | $1.56M | Buy |
+63,221
| New | +$1.56M | 0.01% | 725 |
|