LPL Financial’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 | $9.15M | Buy |
406,036
+125,498
| +45% | +$2.83M | ﹤0.01% | 1804 |
|
|
2025
Q1 | $6.26M | Buy |
280,538
+65,047
| +30% | +$1.45M | ﹤0.01% | 1960 |
|
|
2024
Q4 | $4.79M | Sell |
215,491
-96,098
| -31% | -$2.14M | ﹤0.01% | 2107 |
|
|
2024
Q3 | $7.04M | Buy |
311,589
+52,121
| +20% | +$1.18M | ﹤0.01% | 1718 |
|
|
2024
Q2 | $5.72M | Buy |
259,468
+149,778
| +137% | +$3.3M | ﹤0.01% | 1745 |
|
|
2024
Q1 | $2.44M | Buy |
109,690
+88,324
| +413% | +$1.97M | ﹤0.01% | 2352 |
|
|
2023
Q4 | $475K | Buy |
21,366
+10,486
| +96% | +$233K | ﹤0.01% | 3658 |
|
|
2023
Q3 | $234K | Buy |
+10,880
| New | +$234K | ﹤0.01% | 4071 |
|