SWM
Scissortail Wealth Management’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 | $3.27M | Sell |
140,803
-5,007
| -3% | -$116K | 0.79% | 40 |
|
|
2025
Q1 | $3.39M | Buy |
145,810
+11,190
| +8% | +$260K | 0.87% | 43 |
|
|
2024
Q4 | $3.12M | Buy |
134,620
+134,485
| +99,619% | +$3.11M | 0.8% | 41 |
|
|
2024
Q3 | $3.16M | Sell |
135
-125,074
| -100% | -$2.93B | 0.77% | 44 |
|
|
2024
Q2 | $2.87M | Sell |
125,209
-816
| -0.6% | -$18.7K | 0.73% | 45 |
|
|
2024
Q1 | $2.91M | Buy |
126,025
+4,297
| +4% | +$99.1K | 0.77% | 44 |
|
|
2023
Q4 | $2.81M | Buy |
121,728
+51,967
| +74% | +$1.2M | 0.89% | 31 |
|
|
2023
Q3 | $1.55M | Buy |
+69,761
| New | +$1.55M | 1.22% | 24 |
|