EWM
IBHD
Endowment Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,670
| Closed | -$1.41M | – | 151 |
|
|
2024
Q3 | $1.41M | Buy |
60,670
+1,211
| +2% | +$28.2K | 0.93% | 29 |
|
|
2024
Q2 | $1.38M | Buy |
59,459
+1,257
| +2% | +$29.2K | 1.01% | 28 |
|
|
2024
Q1 | $1.36M | Buy |
58,202
+28,299
| +95% | +$660K | 1.02% | 27 |
|
|
2023
Q4 | $694K | Buy |
29,903
+2,590
| +9% | +$60.1K | 0.58% | 42 |
|
|
2023
Q3 | $634K | Buy |
27,313
+11,075
| +68% | +$257K | 0.57% | 45 |
|
|
2023
Q2 | $375K | Buy |
16,238
+4,591
| +39% | +$106K | 0.34% | 77 |
|
|
2023
Q1 | $269K | Buy |
+11,647
| New | +$269K | 0.27% | 94 |
|