SAG
IBHC
SageView Advisory Group’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-249,429
| Closed | -$5.9M | – | 709 |
|
|
2023
Q3 | $5.9M | Buy |
249,429
+864
| +0.3% | +$20.4K | 0.34% | 41 |
|
|
2023
Q2 | $5.87M | Buy |
248,565
+1,005
| +0.4% | +$23.7K | 0.33% | 44 |
|
|
2023
Q1 | $5.84M | Sell |
247,560
-8,100
| -3% | -$191K | 0.37% | 41 |
|
|
2022
Q4 | $6M | Buy |
+255,660
| New | +$6M | 0.49% | 47 |
|