Stratos Wealth Advisors’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
Q1
Sell
-118,739
Closed -$2.76M 741
2023
Q4
$2.76M Buy
118,739
+22,017
+23% +$511K 0.16% 177
2023
Q3
$2.24M Buy
96,722
+47,152
+95% +$1.09M 0.15% 180
2023
Q2
$1.14M Buy
49,570
+17,879
+56% +$413K 0.08% 274
2023
Q1
$733K Buy
31,691
+2,051
+7% +$47.4K 0.06% 345
2022
Q4
$673K Buy
+29,640
New +$673K 0.06% 350