Beacon Pointe 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
2025
Q2
$215K Sell
9,537
-5,651
-37% -$127K ﹤0.01% 1147
2025
Q1
$339K Sell
15,188
-829
-5% -$18.5K ﹤0.01% 961
2024
Q4
$356K Buy
+16,017
New +$356K ﹤0.01% 931