Phillips Financial Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Hold |
25,436
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $591K | Hold |
25,436
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $589K | Hold |
25,436
| – | – | 0.05% | 126 |
|
|
2024
Q3 | $595K | Hold |
25,436
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $583K | Hold |
25,436
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $587K | Buy |
25,436
+436
| +2% | +$10.1K | 0.05% | 127 |
|
|
2023
Q4 | $573K | Buy |
25,000
+8,768
| +54% | +$201K | 0.05% | 126 |
|
|
2023
Q3 | $366K | Buy |
16,232
+23
| +0.1% | +$518 | 0.03% | 139 |
|
|
2023
Q2 | $369K | Buy |
16,209
+23
| +0.1% | +$523 | 0.03% | 137 |
|
|
2023
Q1 | $369K | Buy |
+16,186
| New | +$369K | 0.04% | 134 |
|