TSWM
IBHD
Tyler-Stone Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-128,506
| Closed | -$2.99M | – | 338 |
|
|
2024
Q3 | $2.99M | Buy |
128,506
+61,698
| +92% | +$1.44M | 0.57% | 38 |
|
|
2024
Q2 | $1.55M | Sell |
66,808
-3,718
| -5% | -$86.4K | 0.64% | 36 |
|
|
2024
Q1 | $1.64M | Sell |
70,526
-16,828
| -19% | -$392K | 0.73% | 31 |
|
|
2023
Q4 | $2.03M | Sell |
87,354
-6,161
| -7% | -$143K | 1.02% | 21 |
|
|
2023
Q3 | $2.17M | Sell |
93,515
-6,801
| -7% | -$158K | 1.24% | 17 |
|
|
2023
Q2 | $2.32M | Buy |
+100,316
| New | +$2.32M | 1.31% | 14 |
|
|
2022
Q4 | $1.89M | Buy |
83,055
+64,410
| +345% | +$1.46M | 1.28% | 18 |
|
|
2022
Q3 | $415K | Buy |
+18,645
| New | +$415K | 0.32% | 66 |
|