Straight Path Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,949
| Closed | -$1.14M | – | 107 |
|
|
2024
Q3 | $1.14M | Sell |
48,949
-258
| -0.5% | -$5.99K | 0.49% | 25 |
|
|
2024
Q2 | $1.14M | Sell |
49,207
-2,793
| -5% | -$64.8K | 0.59% | 23 |
|
|
2024
Q1 | $1.21M | Buy |
52,000
+4,322
| +9% | +$101K | 0.68% | 24 |
|
|
2023
Q4 | $1.11M | Buy |
47,678
+13,996
| +42% | +$324K | 0.65% | 22 |
|
|
2023
Q3 | $781K | Buy |
33,682
+3,987
| +13% | +$92.1K | 0.53% | 26 |
|
|
2023
Q2 | $685K | Buy |
29,695
+7,848
| +36% | +$180K | 0.47% | 28 |
|
|
2023
Q1 | $505K | Buy |
+21,847
| New | +$503K | 0.4% | 35 |
|