Geneos Wealth Management’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-400
| Closed | -$9K | – | 2934 |
|
|
2021
Q2 | $9K | Sell |
400
-414
| -51% | -$9.32K | ﹤0.01% | 2262 |
|
|
2021
Q1 | $19K | Hold |
814
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q4 | $9K | Buy |
814
+414
| +104% | +$4.58K | ﹤0.01% | 2281 |
|
|
2020
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q4 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 2030 |
|