PCS
Private Client Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Sell |
129,040
-6,734
| -5% | -$156K | 1.17% | 23 |
|
2025
Q1 | $3.15M | Sell |
135,774
-1,480
| -1% | -$34.4K | 1.56% | 14 |
|
2024
Q4 | $3.18M | Buy |
137,254
+5,700
| +4% | +$132K | 1.71% | 13 |
|
2024
Q3 | $3.08M | Buy |
131,554
+8,912
| +7% | +$209K | 1.66% | 15 |
|
2024
Q2 | $2.81M | Buy |
122,642
+1,209
| +1% | +$27.7K | 1.76% | 14 |
|
2024
Q1 | $2.8M | Buy |
121,433
+43,842
| +57% | +$1.01M | 1.88% | 17 |
|
2023
Q4 | $1.78M | Buy |
+77,591
| New | +$1.78M | 1.46% | 18 |
|