Cary Street Partners Investment Advisory’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,030
Closed -$163K 1848
2023
Q3
$163K Buy
7,030
+3,573
+103% +$82.9K 0.01% 600
2023
Q2
$79.8K Buy
3,457
+86
+3% +$1.99K 0.01% 708
2023
Q1
$78K Buy
3,371
+2,313
+219% +$53.5K 0.01% 646
2022
Q4
$24K Buy
+1,058
New +$24K ﹤0.01% 928