Avantax Advisory Services’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	$4.87M	Buy	209,321 +33,090	+19%	+$770K	0.03%	454
2025 Q1	$4.1M	Buy	176,231 +25,850	+17%	+$601K	0.02%	481
2024 Q4	$3.49M	Buy	150,381 +44,646	+42%	+$1.04M	0.02%	504
2024 Q3	$2.46M	Buy	105,735 +4,653	+5%	+$108K	0.02%	603
2024 Q2	$2.35M	Buy	+101,082	New	+$2.35M	0.02%	597