Baron Silver Stevens Financial Advisors’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
$287K Sell
12,739
-2,392
-16% -$53.9K 0.05% 109
2025
Q1
$338K Buy
15,131
+4,485
+42% +$100K 0.06% 88
2024
Q4
$237K Buy
+10,646
New +$237K 0.04% 110