LIA
IBHD
LBMC Investment Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-80,974
| Closed | -$1.89M | – | 210 |
|
|
2024
Q3 | $1.89M | Buy |
80,974
+493
| +0.6% | +$11.5K | 0.15% | 56 |
|
|
2024
Q2 | $1.87M | Buy |
80,481
+9,062
| +13% | +$211K | 0.16% | 54 |
|
|
2024
Q1 | $1.67M | Buy |
71,419
+30,436
| +74% | +$710K | 0.14% | 56 |
|
|
2023
Q4 | $951K | Sell |
40,983
-333
| -0.8% | -$7.73K | 0.09% | 62 |
|
|
2023
Q3 | $950K | Buy |
41,316
+247
| +0.6% | +$5.68K | 0.1% | 57 |
|
|
2023
Q2 | $948K | Buy |
41,069
+4,550
| +12% | +$105K | 0.09% | 61 |
|
|
2023
Q1 | $845K | Buy |
36,519
+8,084
| +28% | +$187K | 0.09% | 67 |
|
|
2022
Q4 | $646K | Buy |
28,435
+7,833
| +38% | +$178K | 0.07% | 75 |
|
|
2022
Q3 | $459K | Buy |
20,602
+2,627
| +15% | +$58.5K | 0.05% | 90 |
|
|
2022
Q2 | $399K | Buy |
+17,975
| New | +$399K | 0.04% | 93 |
|