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