Sowell Financial Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,860
Closed -$354K 547
2024
Q3
$354K Sell
14,860
-8,056
-35% -$192K 0.02% 485
2024
Q2
$530K Buy
22,916
+1,354
+6% +$31.3K 0.03% 428
2024
Q1
$503K Buy
21,562
+1,617
+8% +$37.7K 0.02% 451
2023
Q4
$465K Buy
+19,945
New +$465K 0.03% 441