Marble Harbor Investment Counsel’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 | $432K | Sell |
18,600
-2,002
| -10% | -$46.5K | 0.05% | 142 |
|
2025
Q1 | $478K | Sell |
20,602
-13,934
| -40% | -$324K | 0.05% | 123 |
|
2024
Q4 | $800K | Buy |
34,536
+7,536
| +28% | +$174K | 0.09% | 94 |
|
2024
Q3 | $632K | Hold |
27,000
| – | – | 0.07% | 113 |
|
2024
Q2 | $619K | Hold |
27,000
| – | – | 0.07% | 114 |
|
2024
Q1 | $623K | Buy |
+27,000
| New | +$623K | 0.07% | 117 |
|