MAM
IBHD
McLean Asset Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,789
| Closed | -$297K | – | 168 |
|
2024
Q3 | $297K | Hold |
12,789
| – | – | 0.09% | 110 |
|
2024
Q2 | $296K | Hold |
12,789
| – | – | 0.1% | 110 |
|
2024
Q1 | $297K | Buy |
12,789
+473
| +4% | +$11K | 0.1% | 109 |
|
2023
Q4 | $285K | Buy |
12,316
+1,729
| +16% | +$40.1K | 0.11% | 102 |
|
2023
Q3 | $245K | Hold |
10,587
| – | – | 0.1% | 110 |
|
2023
Q2 | $244K | Hold |
10,587
| – | – | 0.1% | 110 |
|
2023
Q1 | $245K | Buy |
+10,587
| New | +$245K | 0.1% | 104 |
|