IFP Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Sell |
43,189
-11,521
| -21% | -$273K | 0.03% | 570 |
|
2025
Q1 | $1.27M | Sell |
54,710
-2,773
| -5% | -$64.4K | 0.04% | 489 |
|
2024
Q4 | $1.35M | Buy |
57,483
+56,235
| +4,506% | +$1.32M | 0.04% | 447 |
|
2024
Q3 | $29.9K | Buy |
1,248
+20
| +2% | +$478 | ﹤0.01% | 1967 |
|
2024
Q2 | $28.4K | Buy |
1,228
+21
| +2% | +$486 | ﹤0.01% | 1916 |
|
2024
Q1 | $28.2K | Buy |
1,207
+13
| +1% | +$304 | ﹤0.01% | 1822 |
|
2023
Q4 | $27.6K | Buy |
1,194
+25
| +2% | +$579 | ﹤0.01% | 1786 |
|
2023
Q3 | $25.5K | Buy |
1,169
+20
| +2% | +$436 | ﹤0.01% | 1820 |
|
2023
Q2 | $25.6K | Buy |
+1,149
| New | +$25.6K | ﹤0.01% | 1897 |
|