WealthSource Partners’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,182
| Closed | -$477K | – | 525 |
|
|
2023
Q3 | $477K | Buy |
20,182
+56
| +0.3% | +$1.32K | 0.03% | 322 |
|
|
2023
Q2 | $476K | Buy |
20,126
+317
| +2% | +$7.49K | 0.03% | 330 |
|
|
2023
Q1 | $468K | Buy |
19,809
+5,209
| +36% | +$123K | 0.03% | 317 |
|
|
2022
Q4 | $343K | Buy |
+14,600
| New | +$343K | 0.02% | 371 |
|