Segment Wealth Management’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 | – | Sell |
-19,805
| Closed | -$460K | – | 268 |
|
|
2023
Q4 | $460K | Sell |
19,805
-360
| -2% | -$8.36K | 0.04% | 181 |
|
|
2023
Q3 | $468K | Buy |
20,165
+9,775
| +94% | +$227K | 0.05% | 160 |
|
|
2023
Q2 | $240K | Hold |
10,390
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $240K | Hold |
10,390
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $236K | Buy |
+10,390
| New | +$236K | 0.03% | 194 |
|