Mutual Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
299,434
+5,073
| +2% | +$114K | 0.17% | 128 |
|
|
2025
Q1 | $6.56M | Buy |
294,361
+29,413
| +11% | +$656K | 0.19% | 109 |
|
|
2024
Q4 | $5.95M | Buy |
264,948
+255,404
| +2,676% | +$5.73M | 0.17% | 113 |
|
|
2024
Q3 | $214K | Sell |
9,544
-5,120
| -35% | -$115K | 0.01% | 1021 |
|
|
2024
Q2 | $326K | Buy |
14,664
+1,881
| +15% | +$41.8K | 0.01% | 852 |
|
|
2024
Q1 | $285K | Buy |
+12,783
| New | +$285K | 0.01% | 889 |
|