MAM
IBHC
McLean Asset Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-17,542
| Closed | -$412K | – | 140 |
|
2022
Q4 | $412K | Hold |
17,542
| – | – | 0.14% | 77 |
|
2022
Q3 | $410K | Hold |
17,542
| – | – | 0.16% | 65 |
|
2022
Q2 | $410K | Sell |
17,542
-19,850
| -53% | -$464K | 0.16% | 66 |
|
2022
Q1 | $890K | Hold |
37,392
| – | – | 0.66% | 28 |
|
2021
Q4 | $912K | Buy |
37,392
+16,667
| +80% | +$407K | 0.35% | 34 |
|
2021
Q3 | $510K | Buy |
+20,725
| New | +$510K | 0.2% | 55 |
|