HWMT
IBHD

Heritage Wealth Management (Texas)’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,130
Closed -$213K – 39
2024
Q3 		$213K Buy
9,130
+34
+0.4% +$792 0.12% 37
2024
Q2 		$211K Buy
9,096
+37
+0.4% +$860 0.13% 38
2024
Q1 		$211K Buy
9,059
+24
+0.3% +$560 0.14% 35
2023
Q4 		$210K Buy
+9,035
New +$210K 0.15% 34