M3 Advisory Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+8,558
| New | +$203K | 0.14% | 147 |
|
|
2025
Q1 | – | Sell |
-8,558
| Closed | -$201K | – | 144 |
|
|
2024
Q4 | $201K | Hold |
8,558
| – | – | 0.14% | 143 |
|
|
2024
Q3 | $205K | Buy |
+8,558
| New | +$205K | 0.15% | 145 |
|
|
2024
Q2 | – | Sell |
-8,558
| Closed | -$200K | – | 138 |
|
|
2024
Q1 | $200K | Buy |
+8,558
| New | +$200K | 0.18% | 131 |
|