EP Wealth Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
4,300
| – | – | ﹤0.01% | 1386 |
|
|
2025
Q1 | $100K | Sell |
4,300
-48
| -1% | -$1.12K | ﹤0.01% | 1251 |
|
|
2024
Q4 | $102K | Buy |
4,348
+48
| +1% | +$1.12K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $102K | Buy |
+4,300
| New | +$102K | ﹤0.01% | 1141 |
|
|
2024
Q2 | – | Sell |
-4,300
| Closed | -$100K | – | 873 |
|
|
2024
Q1 | $100K | Buy |
+4,300
| New | +$100K | ﹤0.01% | 811 |
|