Windsor Capital 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
Q1 | – | Sell |
-11,587
| Closed | -$269K | – | 116 |
|
|
2023
Q4 | $269K | Buy |
11,587
+250
| +2% | +$5.8K | 0.09% | 98 |
|
|
2023
Q3 | $263K | Sell |
11,337
-110
| -1% | -$2.55K | 0.09% | 96 |
|
|
2023
Q2 | $264K | Sell |
11,447
-169
| -1% | -$3.9K | 0.09% | 99 |
|
|
2023
Q1 | $269K | Hold |
11,616
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $264K | Buy |
11,616
+540
| +5% | +$12.3K | 0.1% | 95 |
|
|
2022
Q3 | $246K | Buy |
+11,076
| New | +$246K | 0.09% | 98 |
|