LBMC Investment Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,951
Closed -$494K 172
2023
Q3
$494K Buy
20,951
+215
+1% +$5.07K 0.05% 95
2023
Q2
$490K Buy
20,736
+187
+0.9% +$4.42K 0.05% 97
2023
Q1
$485K Buy
20,549
+112
+0.5% +$2.64K 0.05% 100
2022
Q4
$480K Buy
+20,437
New +$480K 0.05% 95