Wealth Enhancement Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
10,851
| – | – | ﹤0.01% | 2803 |
|
|
2025
Q1 | $242K | Hold |
10,851
| – | – | ﹤0.01% | 2572 |
|
|
2024
Q4 | $241K | Buy |
10,851
+380
| +4% | +$8.45K | ﹤0.01% | 2536 |
|
|
2024
Q3 | $237K | Hold |
10,471
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q2 | $231K | Hold |
10,471
| – | – | ﹤0.01% | 2180 |
|
|
2024
Q1 | $233K | Hold |
10,471
| – | – | ﹤0.01% | 2092 |
|
|
2023
Q4 | $233K | Buy |
+10,471
| New | +$233K | ﹤0.01% | 2005 |
|