Western Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,547
| Closed | -$408K | – | 766 |
|
|
2024
Q2 | $408K | Sell |
17,547
-3,567
| -17% | -$82.9K | 0.03% | 415 |
|
|
2024
Q1 | $492K | Sell |
21,114
-4,489
| -18% | -$105K | 0.04% | 365 |
|
|
2023
Q4 | $594K | Buy |
25,603
+5,832
| +29% | +$135K | 0.04% | 369 |
|
|
2023
Q3 | $459K | Buy |
19,771
+1,571
| +9% | +$36.4K | 0.04% | 407 |
|
|
2023
Q2 | $420K | Sell |
18,200
-2,200
| -11% | -$50.8K | 0.04% | 420 |
|
|
2023
Q1 | $472K | Buy |
20,400
+2,200
| +12% | +$50.9K | 0.04% | 381 |
|
|
2022
Q4 | $413K | Buy |
+18,200
| New | +$413K | 0.04% | 379 |
|