Mid-American Wealth Advisory Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,287,816
| Closed | -$30M | – | 55 |
|
|
2024
Q3 | $30M | Buy |
1,287,816
+37,050
| +3% | +$863K | 18.83% | 1 |
|
|
2024
Q2 | $29.1M | Sell |
1,250,766
-36,518
| -3% | -$849K | 18.56% | 1 |
|
|
2024
Q1 | $30M | Buy |
1,287,284
+135,722
| +12% | +$3.16M | 20.25% | 1 |
|
|
2023
Q4 | $26.7M | Sell |
1,151,562
-174,855
| -13% | -$4.06M | 19.84% | 1 |
|
|
2023
Q3 | $30.6M | Buy |
1,326,417
+1,306,790
| +6,658% | +$30.2M | 24.72% | 1 |
|
|
2023
Q2 | $453K | Buy |
+19,627
| New | +$453K | 0.35% | 58 |
|