AE Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
86,837
+9,623
| +12% | +$224K | 0.01% | 536 |
|
|
2025
Q1 | $1.79M | Sell |
77,214
-3,790
| -5% | -$88.1K | 0.02% | 552 |
|
|
2024
Q4 | $1.88M | Buy |
81,004
+60,998
| +305% | +$1.42M | 0.02% | 540 |
|
|
2024
Q3 | $466K | Buy |
20,006
+348
| +2% | +$8.11K | ﹤0.01% | 905 |
|
|
2024
Q2 | $458K | Sell |
19,658
-100,280
| -84% | -$2.33M | ﹤0.01% | 908 |
|
|
2024
Q1 | $2.8M | Sell |
119,938
-738,730
| -86% | -$17.3M | 0.03% | 413 |
|
|
2023
Q4 | $20M | Buy |
858,668
+210,018
| +32% | +$4.89M | 0.1% | 225 |
|
|
2023
Q3 | $14.9M | Buy |
+648,650
| New | +$14.9M | 0.09% | 267 |
|