Lido Advisors’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 | $2.19M | Sell |
97,198
-4,665
| -5% | -$105K | 0.01% | 520 |
|
|
2025
Q1 | $2.27M | Sell |
101,863
-29,033
| -22% | -$648K | 0.01% | 485 |
|
|
2024
Q4 | $2.91M | Buy |
130,896
+41,867
| +47% | +$931K | 0.01% | 405 |
|
|
2024
Q3 | $2.01M | Buy |
89,029
+10,775
| +14% | +$244K | 0.01% | 427 |
|
|
2024
Q2 | $1.72M | Buy |
78,254
+24,009
| +44% | +$529K | 0.01% | 451 |
|
|
2024
Q1 | $1.21M | Buy |
54,245
+11,907
| +28% | +$265K | 0.01% | 531 |
|
|
2023
Q4 | $940K | Buy |
+42,338
| New | +$940K | 0.01% | 582 |
|