Tradition Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,673
| Closed | -$205K | – | 1389 |
|
2023
Q3 | $205K | Buy |
8,673
+104
| +1% | +$2.46K | 0.02% | 307 |
|
2023
Q2 | $202K | Buy |
8,569
+92
| +1% | +$2.17K | 0.02% | 309 |
|
2023
Q1 | $200K | Buy |
8,477
+55
| +0.7% | +$1.3K | 0.02% | 300 |
|
2022
Q4 | $198K | Buy |
8,422
+92
| +1% | +$2.16K | 0.03% | 266 |
|
2022
Q3 | $195K | Buy |
8,330
+59
| +0.7% | +$1.38K | 0.03% | 258 |
|
2022
Q2 | $193K | Buy |
8,271
+58
| +0.7% | +$1.35K | 0.03% | 264 |
|
2022
Q1 | $196K | Buy |
8,213
+20
| +0.2% | +$477 | 0.03% | 297 |
|
2021
Q4 | $200K | Buy |
+8,193
| New | +$200K | 0.03% | 305 |
|