SWA
IBHD
Sightline Wealth Advisors’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
Q3 | – | Sell |
-13,897
| Closed | -$323K | – | 87 |
|
|
2024
Q2 | $323K | Sell |
13,897
-11,418
| -45% | -$265K | 0.2% | 60 |
|
|
2024
Q1 | $590K | Sell |
25,315
-872
| -3% | -$20.3K | 0.39% | 41 |
|
|
2023
Q4 | $608K | Buy |
26,187
+1,886
| +8% | +$43.8K | 0.46% | 38 |
|
|
2023
Q3 | $564K | Buy |
+24,301
| New | +$564K | 0.53% | 38 |
|