SFS
IBHD

Sowell Financial Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Sowell Financial Services’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,604
Closed -$480K – 628
2024
Q3 		$480K Sell
20,604
-10,227
-33% -$238K 0.02% 445
2024
Q2 		$717K Buy
30,831
+4,260
+16% +$99.1K 0.03% 386
2024
Q1 		$619K Buy
26,571
+6,198
+30% +$144K 0.03% 423
2023
Q4 		$473K Buy
+20,373
New +$473K 0.03% 438