M3 Advisory Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
9,313
+20
| +0.2% | +$465 | 0.15% | 133 |
|
|
2025
Q1 | $216K | Sell |
9,293
-4,331
| -32% | -$101K | 0.17% | 124 |
|
|
2024
Q4 | $315K | Buy |
13,624
+40
| +0.3% | +$926 | 0.23% | 94 |
|
|
2024
Q3 | $318K | Sell |
13,584
-15,921
| -54% | -$373K | 0.23% | 99 |
|
|
2024
Q2 | $676K | Buy |
29,505
+608
| +2% | +$13.9K | 0.56% | 40 |
|
|
2024
Q1 | $666K | Buy |
+28,897
| New | +$666K | 0.6% | 34 |
|