CAPTRUST Financial Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Buy
2025
Q2
$269K Sell
2025
Q1
$370K Hold
2024
Q4
$369K Buy