Commonwealth Financial Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.71M | Buy |
342,134
+324
| +0.1% | +$7.3K | 1.48% | 17 |
|
2025
Q1 | $7.63M | Sell |
341,810
-3,537
| -1% | -$79K | 1.56% | 17 |
|
2024
Q4 | $7.68M | Buy |
345,347
+5,237
| +2% | +$116K | 1.51% | 22 |
|
2024
Q3 | $7.64M | Buy |
340,110
+15,957
| +5% | +$359K | 1.51% | 21 |
|
2024
Q2 | $7.14M | Buy |
324,153
+33,511
| +12% | +$739K | 1.47% | 23 |
|
2024
Q1 | $6.46M | Sell |
290,642
-770
| -0.3% | -$17.1K | 1.52% | 21 |
|
2023
Q4 | $6.47M | Buy |
291,412
+106,539
| +58% | +$2.37M | 1.52% | 21 |
|
2023
Q3 | $3.98M | Buy |
+184,873
| New | +$3.98M | 1.18% | 27 |
|