BSW Wealth Partners’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
2024
Q3
Sell
-8,677
Closed -$202K 311
2024
Q2
$202K Hold
8,677
0.03% 280
2024
Q1
$203K Buy
+8,677
New +$203K 0.03% 284