Peloton Wealth Strategists’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 |
-102,854
| Closed | -$2.4M | – | 98 |
|
|
2024
Q3 | $2.4M | Sell |
102,854
-2,475
| -2% | -$57.6K | 0.95% | 42 |
|
|
2024
Q2 | $2.45M | Sell |
105,329
-500
| -0.5% | -$11.6K | 1.01% | 40 |
|
|
2024
Q1 | $2.47M | Buy |
105,829
+2,079
| +2% | +$48.5K | 1% | 40 |
|
|
2023
Q4 | $2.41M | Buy |
103,750
+16,890
| +19% | +$392K | 1.04% | 40 |
|
|
2023
Q3 | $2.02M | Buy |
86,860
+19,725
| +29% | +$458K | 0.93% | 42 |
|
|
2023
Q2 | $1.55M | Buy |
67,135
+5,625
| +9% | +$130K | 0.69% | 55 |
|
|
2023
Q1 | $1.42M | Buy |
61,510
+33,500
| +120% | +$775K | 0.65% | 54 |
|
|
2022
Q4 | $636K | Buy |
+28,010
| New | +$636K | 0.31% | 68 |
|