Ashton Thomas Private Wealth’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 | – | Sell |
-18,897
| Closed | -$439K | – | 847 |
|
|
2025
Q1 | $439K | Sell |
18,897
-666,057
| -97% | -$15.5M | 0.02% | 574 |
|
|
2024
Q4 | $15.9M | Buy |
684,954
+62,136
| +10% | +$1.44M | 0.62% | 31 |
|
|
2024
Q3 | $14.5M | Sell |
622,818
-17,007
| -3% | -$396K | 0.76% | 27 |
|
|
2024
Q2 | $14.9M | Sell |
639,825
-32,612
| -5% | -$759K | 0.81% | 26 |
|
|
2024
Q1 | $15.7M | Sell |
672,437
-3,234
| -0.5% | -$75.6K | 0.9% | 18 |
|
|
2023
Q4 | $15.6M | Buy |
675,671
+499,067
| +283% | +$11.5M | 0.98% | 16 |
|
|
2023
Q3 | $4.05M | Buy |
+176,604
| New | +$4.05M | 0.3% | 88 |
|