GeoWealth 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
Q3
Sell
-10,136
Closed -$236K 1733
2024
Q2
$236K Sell
10,136
-9,194
-48% -$214K 0.01% 643
2024
Q1
$451K Buy
19,330
+8,324
+76% +$194K 0.02% 468
2023
Q4
$255K Buy
+11,006
New +$255K 0.02% 449