New England Private Wealth Advisors’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
-9,055
Closed -$211K 154
2024
Q3
$211K Buy
9,055
+136
+2% +$3.17K 0.03% 139
2024
Q2
$207K Buy
8,919
+142
+2% +$3.3K 0.04% 133
2024
Q1
$205K Buy
8,777
+95
+1% +$2.22K 0.04% 131
2023
Q4
$201K Buy
+8,682
New +$201K 0.04% 127