Carr Financial Group’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	$3.57M	Sell	153,703 -108,998	-41%	-$2.53M	1.05%	23
2025 Q1	$6.11M	Buy	262,701 +21,221	+9%	+$493K	2%	12
2024 Q4	$5.6M	Buy	241,480 +102,207	+73%	+$2.37M	1.74%	13
2024 Q3	$3.25M	Buy	139,273 +102,086	+275%	+$2.38M	0.95%	21
2024 Q2	$866K	Buy	+37,187	New	+$866K	0.28%	72