Bradley & Co Private Wealth Management’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 | $23.3K | Hold |
1,000
| – | – | 0.01% | 98 |
|
|
2025
Q1 | $23.2K | Hold |
1,000
| – | – | 0.02% | 97 |
|
|
2024
Q4 | $23.2K | Buy |
+1,000
| New | +$23.2K | 0.01% | 96 |
|
|
2024
Q2 | $23.3K | Sell |
1,000
-297
| -23% | -$6.91K | 0.02% | 91 |
|
|
2024
Q1 | $30.3K | Sell |
1,297
-4,000
| -76% | -$93.5K | 0.02% | 85 |
|
|
2023
Q4 | $122K | Hold |
5,297
| – | – | 0.11% | 38 |
|
|
2023
Q3 | $121K | Buy |
5,297
+4,000
| +308% | +$91.7K | 0.13% | 37 |
|
|
2023
Q2 | $29.8K | Hold |
1,297
| – | – | 0.03% | 78 |
|
|
2023
Q1 | $29.7K | Sell |
1,297
-3,608
| -74% | -$82.7K | 0.03% | 79 |
|
|
2022
Q4 | $110K | Buy |
4,905
+297
| +6% | +$6.69K | 0.13% | 42 |
|
|
2022
Q3 | $102K | Hold |
4,608
| – | – | 0.12% | 49 |
|
|
2022
Q2 | $103K | Hold |
4,608
| – | – | 0.11% | 60 |
|
|
2022
Q1 | $111K | Hold |
4,608
| – | – | 0.1% | 61 |
|
|
2021
Q4 | $114K | Hold |
4,608
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $115K | Hold |
4,608
| – | – | 0.1% | 65 |
|
|
2021
Q2 | $116K | Sell |
4,608
-12,871
| -74% | -$324K | 0.1% | 69 |
|
|
2021
Q1 | $439K | Buy |
+17,479
| New | +$439K | 0.41% | 35 |
|