Avantax Advisory Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-96,488
| Closed | -$2.25M | – | 2292 |
|
2024
Q3 | $2.25M | Buy |
96,488
+1,394
| +1% | +$32.5K | 0.01% | 645 |
|
2024
Q2 | $2.21M | Buy |
95,094
+72,078
| +313% | +$1.68M | 0.02% | 624 |
|
2024
Q1 | $537K | Buy |
+23,016
| New | +$537K | ﹤0.01% | 1000 |
|
2022
Q3 | – | Sell |
-9,509
| Closed | -$211K | – | 1393 |
|
2022
Q2 | $211K | Buy |
+9,509
| New | +$211K | ﹤0.01% | 1178 |
|