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