Integrated Wealth Concepts’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 | $1.27M | Buy |
56,381
+1,022
| +2% | +$23K | 0.01% | 800 |
|
|
2025
Q1 | $1.24M | Buy |
55,359
+9,696
| +21% | +$216K | 0.01% | 733 |
|
|
2024
Q4 | $1.02M | Sell |
45,663
-1,194
| -3% | -$26.6K | 0.01% | 800 |
|
|
2024
Q3 | $1.06M | Buy |
46,857
+1,254
| +3% | +$28.3K | 0.01% | 779 |
|
|
2024
Q2 | $1M | Buy |
45,603
+3,835
| +9% | +$84.5K | 0.01% | 758 |
|
|
2024
Q1 | $930K | Buy |
41,768
+17,918
| +75% | +$399K | 0.01% | 782 |
|
|
2023
Q4 | $530K | Buy |
23,850
+1,590
| +7% | +$35.3K | 0.01% | 975 |
|
|
2023
Q3 | $479K | Buy |
22,260
+11,500
| +107% | +$248K | 0.01% | 999 |
|
|
2023
Q2 | $235K | Buy |
+10,760
| New | +$235K | ﹤0.01% | 1345 |
|