Werba Rubin Papier Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,209
| Closed | -$1.01M | – | 213 |
|
|
2024
Q3 | $1.01M | Sell |
43,209
-29,160
| -40% | -$679K | 0.24% | 64 |
|
|
2024
Q2 | $1.68M | Sell |
72,369
-34,052
| -32% | -$791K | 0.46% | 35 |
|
|
2024
Q1 | $2.48M | Sell |
106,421
-6,079
| -5% | -$142K | 0.72% | 25 |
|
|
2023
Q4 | $2.61M | Sell |
112,500
-1,473
| -1% | -$34.2K | 0.89% | 21 |
|
|
2023
Q3 | $2.64M | Sell |
113,973
-8,602
| -7% | -$200K | 0.94% | 21 |
|
|
2023
Q2 | $2.83M | Buy |
122,575
+3,552
| +3% | +$82K | 0.98% | 19 |
|
|
2023
Q1 | $2.75M | Buy |
119,023
+13,637
| +13% | +$315K | 1.08% | 17 |
|
|
2022
Q4 | $2.39M | Buy |
+105,386
| New | +$2.39M | 0.99% | 18 |
|