Colton Groome Financial Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,000
| Closed | -$378K | – | 135 |
|
|
2023
Q3 | $378K | Hold |
16,000
| – | – | 0.19% | 79 |
|
|
2023
Q2 | $378K | Hold |
16,000
| – | – | 0.18% | 84 |
|
|
2023
Q1 | $378K | Hold |
16,000
| – | – | 0.18% | 93 |
|
|
2022
Q4 | $376K | Hold |
16,000
| – | – | 0.18% | 88 |
|
|
2022
Q3 | $374K | Hold |
16,000
| – | – | 0.19% | 69 |
|
|
2022
Q2 | $374K | Hold |
16,000
| – | – | 0.19% | 65 |
|
|
2022
Q1 | $381K | Hold |
16,000
| – | – | 0.18% | 69 |
|
|
2021
Q4 | $391K | Hold |
16,000
| – | – | 0.16% | 90 |
|
|
2021
Q3 | $395K | Hold |
16,000
| – | – | 0.17% | 82 |
|
|
2021
Q2 | $397K | Hold |
16,000
| – | – | 0.18% | 80 |
|
|
2021
Q1 | $394K | Buy |
+16,000
| New | +$394K | 0.22% | 47 |
|