Global Retirement Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
+21,557
| New | +$486K | 0.01% | 724 |
|
|
2024
Q4 | $475K | Buy |
21,346
+1,710
| +9% | +$38K | 0.01% | 645 |
|
|
2024
Q3 | $444K | Buy |
19,636
+2,911
| +17% | +$65.8K | 0.01% | 664 |
|
|
2024
Q2 | $368K | Buy |
16,725
+2,144
| +15% | +$47.2K | 0.01% | 691 |
|
|
2024
Q1 | $325K | Buy |
14,581
+28
| +0.2% | +$623 | 0.01% | 636 |
|
|
2023
Q4 | $324K | Sell |
14,553
-15,875
| -52% | -$353K | 0.01% | 588 |
|
|
2023
Q3 | $645K | Buy |
30,428
+15,241
| +100% | +$323K | 0.03% | 382 |
|
|
2023
Q2 | $331K | Buy |
+15,187
| New | +$331K | 0.02% | 542 |
|