Wealth Enhancement Advisory Services’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 |
-10,061
| Closed | -$234K | – | 2997 |
|
2024
Q3 | $234K | Hold |
10,061
| – | – | ﹤0.01% | 2325 |
|
2024
Q2 | $234K | Sell |
10,061
-2,035
| -17% | -$47.3K | ﹤0.01% | 2169 |
|
2024
Q1 | $282K | Sell |
12,096
-79
| -0.6% | -$1.84K | ﹤0.01% | 1958 |
|
2023
Q4 | $283K | Buy |
12,175
+79
| +0.7% | +$1.83K | ﹤0.01% | 1852 |
|
2023
Q3 | $281K | Buy |
+12,096
| New | +$281K | ﹤0.01% | 1776 |
|