M3 Advisory Group’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 Q1	–	Sell	-33,267	Closed	-$740K	–	143
2024 Q4	$740K	Sell	33,267 -3	-0%	-$67	0.53%	40
2024 Q3	$752K	Buy	33,270 +4,317	+15%	+$97.6K	0.55%	40
2024 Q2	$638K	Buy	28,953 +610	+2%	+$13.4K	0.53%	41
2024 Q1	$631K	Buy	+28,343	New	+$631K	0.57%	36