Atria Wealth Solutions’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
147,778
-1,876
| -1% | -$43.6K | 0.08% | 283 |
|
|
2025
Q1 | $3.48M | Sell |
149,654
-1,729
| -1% | -$40.2K | 0.04% | 441 |
|
|
2024
Q4 | $3.51M | Buy |
151,383
+7,404
| +5% | +$172K | 0.04% | 454 |
|
|
2024
Q3 | $3.35M | Buy |
143,979
+4,554
| +3% | +$106K | 0.04% | 456 |
|
|
2024
Q2 | $3.25M | Buy |
+139,425
| New | +$3.25M | 0.04% | 460 |
|