Summit Wealth Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,509
| Closed | -$244K | – | 247 |
|
|
2024
Q2 | $244K | Sell |
10,509
-3,987
| -28% | -$92.7K | 0.05% | 199 |
|
|
2024
Q1 | $338K | Sell |
14,496
-4,200
| -22% | -$97.9K | 0.07% | 163 |
|
|
2023
Q4 | $434K | Buy |
18,696
+2,200
| +13% | +$51.1K | 0.1% | 129 |
|
|
2023
Q3 | $383K | Buy |
16,496
+454
| +3% | +$10.5K | 0.1% | 124 |
|
|
2023
Q2 | $370K | Buy |
16,042
+3,136
| +24% | +$72.4K | 0.09% | 131 |
|
|
2023
Q1 | $299K | Buy |
12,906
+651
| +5% | +$15.1K | 0.08% | 146 |
|
|
2022
Q4 | $278K | Buy |
+12,255
| New | +$278K | 0.07% | 150 |
|