Sigma Planning Corp’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,449
| Closed | -$546K | – | 1267 |
|
|
2024
Q3 | $546K | Buy |
23,449
+710
| +3% | +$16.5K | 0.02% | 712 |
|
|
2024
Q2 | $528K | Buy |
22,739
+1,521
| +7% | +$35.3K | 0.02% | 700 |
|
|
2024
Q1 | $495K | Sell |
21,218
-3,330
| -14% | -$77.6K | 0.02% | 764 |
|
|
2023
Q4 | $570K | Sell |
24,548
-23,583
| -49% | -$547K | 0.04% | 418 |
|
|
2023
Q3 | $1.12M | Buy |
48,131
+10,718
| +29% | +$249K | 0.04% | 423 |
|
|
2023
Q2 | $864K | Buy |
37,413
+10,544
| +39% | +$243K | 0.03% | 526 |
|
|
2023
Q1 | $621K | Buy |
26,869
+12,915
| +93% | +$299K | 0.02% | 712 |
|
|
2022
Q4 | $317K | Buy |
+13,954
| New | +$317K | 0.01% | 941 |
|