Austin Private Wealth’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
23,347
+5,321
| +30% | +$120K | 0.04% | 174 |
|
|
2025
Q1 | $402K | Sell |
18,026
-1,276
| -7% | -$28.5K | 0.04% | 181 |
|
|
2024
Q4 | $429K | Buy |
19,302
+1,048
| +6% | +$23.3K | 0.04% | 156 |
|
|
2024
Q3 | $413K | Buy |
18,254
+1,095
| +6% | +$24.7K | 0.04% | 147 |
|
|
2024
Q2 | $378K | Buy |
17,159
+3,895
| +29% | +$85.8K | 0.04% | 150 |
|
|
2024
Q1 | $292K | Buy |
+13,264
| New | +$292K | 0.03% | 177 |
|