PPWM
IBHD

PFG Private Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-273,675
Closed -$6.37M 253
2024
Q3
$6.37M Buy
273,675
+8,489
+3% +$198K 3.7% 14
2024
Q2
$6.16M Buy
265,186
+14,523
+6% +$338K 3.74% 12
2024
Q1
$5.84M Buy
+250,663
New +$5.84M 3.68% 13