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 |
|