COWA LLC’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 | $2.67M | Buy |
114,852
+8,506
| +8% | +$198K | 1.02% | 29 |
|
2025
Q1 | $2.47M | Sell |
106,346
-39,485
| -27% | -$918K | 1.06% | 28 |
|
2024
Q4 | $3.38M | Buy |
145,831
+13,392
| +10% | +$311K | 1.56% | 19 |
|
2024
Q3 | $3.09M | Buy |
132,439
+54,055
| +69% | +$1.26M | 1.47% | 18 |
|
2024
Q2 | $1.82M | Buy |
78,384
+42,925
| +121% | +$999K | 0.97% | 30 |
|
2024
Q1 | $829K | Buy |
+35,459
| New | +$829K | 0.49% | 46 |
|