Endowment Wealth Management’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
-27,742
Closed -$656K 141
2023
Q3
$656K Buy
27,742
+3,077
+12% +$72.7K 0.59% 44
2023
Q2
$583K Buy
24,665
+1,287
+6% +$30.4K 0.53% 48
2023
Q1
$552K Buy
23,378
+11,608
+99% +$274K 0.55% 46
2022
Q4
$276K Buy
+11,770
New +$276K 0.3% 82