IFP Advisors’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 | $1.16M | Sell |
51,682
-15,011
| -23% | -$338K | 0.03% | 531 |
|
|
2025
Q1 | $1.49M | Sell |
66,693
-3,272
| -5% | -$73K | 0.05% | 442 |
|
|
2024
Q4 | $1.56M | Buy |
69,965
+3,063
| +5% | +$68.1K | 0.05% | 407 |
|
|
2024
Q3 | $1.51M | Buy |
66,902
+2,975
| +5% | +$67.2K | 0.05% | 372 |
|
|
2024
Q2 | $1.41M | Buy |
63,927
+7,093
| +12% | +$156K | 0.06% | 352 |
|
|
2024
Q1 | $1.27M | Buy |
56,834
+7,714
| +16% | +$172K | 0.06% | 354 |
|
|
2023
Q4 | $1.09M | Buy |
49,120
+5,179
| +12% | +$115K | 0.05% | 372 |
|
|
2023
Q3 | $946K | Buy |
43,941
+15,271
| +53% | +$329K | 0.04% | 405 |
|
|
2023
Q2 | $626K | Buy |
28,670
+7,981
| +39% | +$174K | 0.03% | 576 |
|
|
2023
Q1 | $518K | Buy |
20,689
+4,444
| +27% | +$111K | 0.02% | 597 |
|
|
2022
Q4 | $417K | Buy |
16,245
+11,253
| +225% | +$289K | 0.01% | 972 |
|
|
2022
Q3 | $124K | Buy |
+4,992
| New | +$124K | ﹤0.01% | 1706 |
|