Avantax Advisory Services’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
$2.35M Buy
104,281
+13,102
+14% +$295K 0.01% 721
2025
Q1
$2.04M Buy
91,179
+36,822
+68% +$822K 0.01% 731
2024
Q4
$1.21M Buy
+54,357
New +$1.21M 0.01% 956