Sunbelt Securities’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
Q4
Sell
-13,625
Closed -$317K 1948
2024
Q3
$317K Sell
13,625
-3,000
-18% -$69.9K 0.03% 467
2024
Q2
$386K Sell
16,625
-864
-5% -$20.1K 0.04% 397
2024
Q1
$408K Sell
17,489
-413
-2% -$9.63K 0.05% 370
2023
Q4
$416K Hold
17,902
0.05% 346
2023
Q3
$415K Hold
17,902
0.06% 328
2023
Q2
$413K Sell
17,902
-250
-1% -$5.77K 0.06% 320
2023
Q1
$417K Sell
18,152
-800
-4% -$18.4K 0.07% 286
2022
Q4
$430K Buy
+18,952
New +$430K 0.08% 275