BFA
BBJS Financial Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $222K | Buy |
9,837
+6
| +0.1% | +$136 | 0.08% | 48 |
|
|
2024
Q2 | $217K | Sell |
9,831
-494
| -5% | -$10.9K | 0.08% | 45 |
|
|
2024
Q1 | $230K | Buy |
10,325
+4
| +0% | +$89 | 0.08% | 48 |
|
|
2023
Q4 | $229K | Buy |
10,321
+7
| +0.1% | +$155 | 0.08% | 49 |
|
|
2023
Q3 | $222K | Buy |
10,314
+6
| +0.1% | +$129 | 0.08% | 51 |
|
|
2023
Q2 | $225K | Buy |
10,308
+5
| +0% | +$109 | 0.09% | 50 |
|
|
2023
Q1 | $226K | Buy |
10,303
+3
| +0% | +$66 | 0.09% | 51 |
|
|
2022
Q4 | $220K | Buy |
+10,300
| New | +$220K | 0.1% | 56 |
|