AE Wealth Management’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 |
-67,960
| Closed | -$1.58M | – | 2176 |
|
|
2024
Q3 | $1.58M | Sell |
67,960
-36,807
| -35% | -$857K | 0.01% | 601 |
|
|
2024
Q2 | $2.43M | Sell |
104,767
-521,680
| -83% | -$12.1M | 0.02% | 475 |
|
|
2024
Q1 | $14.6M | Sell |
626,447
-2,115,823
| -77% | -$49.3M | 0.17% | 171 |
|
|
2023
Q4 | $64.1M | Buy |
2,742,270
+1,164,142
| +74% | +$27.2M | 0.33% | 58 |
|
|
2023
Q3 | $36.6M | Buy |
1,578,128
+1,395,418
| +764% | +$32.4M | 0.22% | 92 |
|
|
2023
Q2 | $4.22M | Buy |
182,710
+17,014
| +10% | +$393K | 0.03% | 593 |
|
|
2023
Q1 | $3.83M | Buy |
+165,696
| New | +$3.83M | 0.02% | 573 |
|