Baltimore-Washington Financial Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-263,217
| Closed | -$6.22M | – | 147 |
|
|
2023
Q3 | $6.22M | Buy |
263,217
+8,444
| +3% | +$200K | 0.5% | 64 |
|
|
2023
Q2 | $6.02M | Buy |
254,773
+196,362
| +336% | +$4.64M | 0.48% | 65 |
|
|
2023
Q1 | $1.38M | Buy |
58,411
+10,109
| +21% | +$239K | 0.12% | 95 |
|
|
2022
Q4 | $1.13M | Buy |
48,302
+35,649
| +282% | +$837K | 0.11% | 91 |
|
|
2022
Q3 | $295K | Buy |
+12,653
| New | +$295K | 0.02% | 125 |
|