Mutual Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,100
| Closed | -$379K | – | 1124 |
|
2024
Q4 | $379K | Sell |
16,100
-1,818
| -10% | -$42.8K | 0.01% | 804 |
|
2024
Q3 | $422K | Sell |
17,918
-9,654
| -35% | -$228K | 0.01% | 767 |
|
2024
Q2 | $644K | Buy |
27,572
+693
| +3% | +$16.2K | 0.02% | 619 |
|
2024
Q1 | $627K | Buy |
26,879
+5,855
| +28% | +$137K | 0.02% | 618 |
|
2023
Q4 | $490K | Buy |
+21,024
| New | +$490K | 0.02% | 656 |
|