Ruggaard & Associates’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 | $13.3M | Sell |
574,522
-12,709
| -2% | -$295K | 5.36% | 6 |
|
|
2025
Q1 | $13.6M | Buy |
587,231
+6,590
| +1% | +$153K | 5.97% | 4 |
|
|
2024
Q4 | $13.4M | Buy |
580,641
+5,153
| +0.9% | +$119K | 5.9% | 4 |
|
|
2024
Q3 | $13.5M | Buy |
575,488
+11,048
| +2% | +$259K | 5.86% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
564,440
+2,466
| +0.4% | +$56.5K | 5.98% | 3 |
|
|
2024
Q1 | $13M | Buy |
561,974
+14,470
| +3% | +$334K | 6.16% | 3 |
|
|
2023
Q4 | $12.5M | Buy |
+547,504
| New | +$12.5M | 6.64% | 3 |
|