SageView Advisory Group’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$203K | – | 895 |
|
|
2023
Q4 | – | Sell |
-38,760
| Closed | -$899K | – | 613 |
|
|
2023
Q3 | $899K | Buy |
38,760
+12,028
| +45% | +$279K | 0.05% | 227 |
|
|
2023
Q2 | $617K | Buy |
26,732
+5,783
| +28% | +$133K | 0.03% | 315 |
|
|
2023
Q1 | $485K | Buy |
+20,949
| New | +$485K | 0.03% | 310 |
|