Summit Wealth Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,968
| Closed | -$223K | – | 214 |
|
|
2025
Q1 | $223K | Hold |
9,968
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $222K | Hold |
9,968
| – | – | 0.05% | 191 |
|
|
2024
Q3 | $225K | Buy |
+9,968
| New | +$225K | 0.04% | 217 |
|
|
2024
Q2 | – | Sell |
-9,093
| Closed | -$202K | – | 228 |
|
|
2024
Q1 | $202K | Hold |
9,093
| – | – | 0.04% | 216 |
|
|
2023
Q4 | $202K | Buy |
+9,093
| New | +$202K | 0.05% | 209 |
|