FWM
IBHD
Fairhaven 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 |
-15,792
| Closed | -$368K | – | 130 |
|
|
2024
Q3 | $368K | Hold |
15,792
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $367K | Hold |
15,792
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $368K | Sell |
15,792
-1,643
| -9% | -$38.3K | 0.13% | 73 |
|
|
2023
Q4 | $405K | Hold |
17,435
| – | – | 0.15% | 67 |
|
|
2023
Q3 | $404K | Hold |
17,435
| – | – | 0.16% | 64 |
|
|
2023
Q2 | $402K | Buy |
+17,435
| New | +$402K | 0.15% | 66 |
|