Sigma Planning Corp’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-33,232
| Closed | -$786K | – | 1207 |
|
2023
Q3 | $786K | Sell |
33,232
-1,871
| -5% | -$44.2K | 0.03% | 545 |
|
2023
Q2 | $830K | Sell |
35,103
-11,045
| -24% | -$261K | 0.03% | 536 |
|
2023
Q1 | $1.09M | Buy |
46,148
+13,855
| +43% | +$327K | 0.04% | 472 |
|
2022
Q4 | $758K | Buy |
32,293
+18,537
| +135% | +$435K | 0.03% | 591 |
|
2022
Q3 | $321K | Buy |
+13,756
| New | +$321K | 0.01% | 918 |
|