Atria Wealth Solutions’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
136,632
+2,160
| +2% | +$50.2K | 0.07% | 302 |
|
2025
Q1 | $3.12M | Sell |
134,472
-4,430
| -3% | -$103K | 0.04% | 481 |
|
2024
Q4 | $3.22M | Sell |
138,902
-2,057
| -1% | -$47.6K | 0.04% | 481 |
|
2024
Q3 | $3.3M | Buy |
140,959
+60,928
| +76% | +$1.43M | 0.04% | 464 |
|
2024
Q2 | $1.83M | Buy |
+80,031
| New | +$1.83M | 0.02% | 649 |
|
2023
Q4 | – | Sell |
-18,359
| Closed | -$414K | – | 1959 |
|
2023
Q3 | $414K | Sell |
18,359
-3,108
| -14% | -$70K | 0.01% | 1219 |
|
2023
Q2 | $488K | Sell |
21,467
-785
| -4% | -$17.9K | 0.01% | 1168 |
|
2023
Q1 | $507K | Buy |
+22,252
| New | +$507K | 0.01% | 1125 |
|