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