YWM
Yoder Wealth Management’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
107,045
+6,560
| +7% | +$173K | 1.47% | 22 |
|
|
2025
Q1 | $2.64M | Buy |
100,485
+2,100
| +2% | +$55.3K | 1.49% | 24 |
|
|
2024
Q4 | $2.47M | Buy |
98,385
+48,856
| +99% | +$1.23M | 1.37% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
49,529
+10,590
| +27% | +$279K | 0.78% | 35 |
|
|
2024
Q2 | $1M | Buy |
+38,939
| New | +$1M | 0.65% | 41 |
|