Kestra Private Wealth Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-105,956
| Closed | -$2.47M | – | 1504 |
|
|
2024
Q3 | $2.47M | Buy |
105,956
+10,563
| +11% | +$246K | 0.05% | 370 |
|
|
2024
Q2 | $2.22M | Buy |
95,393
+21,502
| +29% | +$500K | 0.04% | 368 |
|
|
2024
Q1 | $1.72M | Buy |
73,891
+13,287
| +22% | +$310K | 0.04% | 409 |
|
|
2023
Q4 | $1.41M | Buy |
60,604
+34,566
| +133% | +$802K | 0.04% | 434 |
|
|
2023
Q3 | $604K | Buy |
+26,038
| New | +$604K | 0.02% | 608 |
|