LW
IBHA
Linscomb Wealth’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,856
| Closed | -$214K | – | 318 |
|
|
2020
Q3 | $214K | Buy |
8,856
+73
| +0.8% | +$1.76K | 0.01% | 268 |
|
|
2020
Q2 | $209K | Buy |
8,783
+84
| +1% | +$2K | 0.02% | 277 |
|
|
2020
Q1 | $201K | Buy |
8,699
+64
| +0.7% | +$1.48K | 0.02% | 372 |
|
|
2019
Q4 | $215K | Buy |
+8,635
| New | +$215K | 0.01% | 400 |
|