Trifecta Capital Advisors’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
Q4 | – | Sell |
-6,130
| Closed | -$143K | – | 425 |
|
|
2024
Q3 | $143K | Hold |
6,130
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $142K | Hold |
6,130
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $143K | Hold |
6,130
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $142K | Hold |
6,130
| – | – | 0.04% | 92 |
|
|
2023
Q3 | $142K | Hold |
6,130
| – | – | 0.05% | 90 |
|
|
2023
Q2 | $141K | Hold |
6,130
| – | – | 0.05% | 95 |
|
|
2023
Q1 | $142K | Hold |
6,130
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $139K | Buy |
+6,130
| New | +$139K | 0.06% | 96 |
|