Phillips Financial Management’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 |
-50,431
| Closed | -$1.17M | – | 280 |
|
|
2024
Q3 | $1.17M | Hold |
50,431
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $1.17M | Sell |
50,431
-15,000
| -23% | -$349K | 0.1% | 103 |
|
|
2024
Q1 | $1.53M | Buy |
65,431
+431
| +0.7% | +$10K | 0.12% | 91 |
|
|
2023
Q4 | $1.51M | Buy |
65,000
+33,794
| +108% | +$784K | 0.13% | 91 |
|
|
2023
Q3 | $724K | Buy |
31,206
+21
| +0.1% | +$487 | 0.07% | 111 |
|
|
2023
Q2 | $720K | Buy |
31,185
+21
| +0.1% | +$485 | 0.07% | 110 |
|
|
2023
Q1 | $721K | Buy |
+31,164
| New | +$721K | 0.07% | 108 |
|