Austin 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 | $399K | Buy |
17,145
+3,249
| +23% | +$75.6K | 0.03% | 198 |
|
|
2025
Q1 | $323K | Sell |
13,896
-2,138
| -13% | -$49.7K | 0.03% | 201 |
|
|
2024
Q4 | $372K | Buy |
16,034
+787
| +5% | +$18.3K | 0.03% | 176 |
|
|
2024
Q3 | $355K | Buy |
15,247
+183
| +1% | +$4.26K | 0.03% | 162 |
|
|
2024
Q2 | $351K | Buy |
15,064
+2,426
| +19% | +$56.5K | 0.04% | 156 |
|
|
2024
Q1 | $294K | Buy |
+12,638
| New | +$294K | 0.03% | 174 |
|