Atria Wealth Solutions’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 |
-9,439
| Closed | -$223K | – | 2024 |
|
|
2023
Q3 | $223K | Buy |
9,439
+634
| +7% | +$15K | ﹤0.01% | 1614 |
|
|
2023
Q2 | $208K | Buy |
8,805
+27
| +0.3% | +$638 | ﹤0.01% | 1662 |
|
|
2023
Q1 | $207K | Sell |
8,778
-9,468
| -52% | -$224K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $428K | Sell |
18,246
-1,059
| -5% | -$24.9K | 0.01% | 1158 |
|
|
2022
Q3 | $451K | Buy |
19,305
+510
| +3% | +$11.9K | 0.01% | 1073 |
|
|
2022
Q2 | $440K | Buy |
+18,795
| New | +$440K | 0.01% | 1013 |
|