EP Wealth Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,715
| Closed | -$915K | – | 846 |
|
|
2023
Q3 | $915K | Buy |
38,715
+32,442
| +517% | +$767K | 0.01% | 348 |
|
|
2023
Q2 | $915K | Sell |
6,273
-132,061
| -95% | -$19.3M | 0.01% | 354 |
|
|
2023
Q1 | $3.45M | Buy |
138,334
+99,619
| +257% | +$2.48M | 0.06% | 171 |
|
|
2022
Q4 | $909K | Buy |
+38,715
| New | +$909K | 0.02% | 294 |
|