Integrated Wealth Concepts’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 | $1.64M | Buy |
69,142
+17,167
| +33% | +$407K | 0.02% | 691 |
|
|
2025
Q1 | $1.21M | Buy |
51,975
+9,443
| +22% | +$219K | 0.01% | 754 |
|
|
2024
Q4 | $997K | Buy |
42,532
+6,071
| +17% | +$142K | 0.01% | 807 |
|
|
2024
Q3 | $872K | Buy |
36,461
+4,376
| +14% | +$105K | 0.01% | 861 |
|
|
2024
Q2 | $742K | Buy |
32,085
+15,527
| +94% | +$359K | 0.01% | 883 |
|
|
2024
Q1 | $387K | Buy |
+16,558
| New | +$387K | 0.01% | 1175 |
|