HeadInvest LLC’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	$818K	Sell	36,300 -1,000	-3%	-$22.5K	0.17%	107
2025 Q1	$833K	Buy	37,300 +1,250	+3%	+$27.9K	0.16%	111
2024 Q4	$802K	Buy	36,050 +7,950	+28%	+$177K	0.15%	111
2024 Q3	$635K	Buy	+28,100	New	+$635K	0.12%	131