Baltimore-Washington Financial Advisors’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 | $1.15M | Sell |
49,273
-4,358
| -8% | -$101K | 0.05% | 90 |
|
|
2025
Q1 | $1.25M | Buy |
53,631
+36,071
| +205% | +$838K | 0.07% | 84 |
|
|
2024
Q4 | $407K | Buy |
17,560
+4,779
| +37% | +$111K | 0.02% | 113 |
|
|
2024
Q3 | $298K | Buy |
+12,781
| New | +$298K | 0.02% | 123 |
|
|
2023
Q2 | – | Sell |
-19,355
| Closed | -$443K | – | 144 |
|
|
2023
Q1 | $443K | Buy |
+19,355
| New | +$443K | 0.04% | 108 |
|