Occidental Asset Management, LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1770994
Burlingame, CA
All Filings in IBHI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $310,152 | 13,321 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 IBHI | $314,775 | 13,321 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 IBHI | $266,428 | 11,171 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 IBHI | $248,294 | 10,481 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 IBHI | $243,368 | 10,481 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||