Creative Planning’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 | $281K | Sell |
12,068
-836
| -6% | -$19.4K | ﹤0.01% | 2947 |
|
|
2025
Q1 | $300K | Sell |
12,904
-5,392
| -29% | -$125K | ﹤0.01% | 2744 |
|
|
2024
Q4 | $424K | Buy |
18,296
+11
| +0.1% | +$255 | ﹤0.01% | 2372 |
|
|
2024
Q3 | $426K | Buy |
18,285
+50
| +0.3% | +$1.17K | ﹤0.01% | 2247 |
|
|
2024
Q2 | $424K | Buy |
18,235
+450
| +3% | +$10.5K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $416K | Buy |
17,785
+3,614
| +26% | +$84.5K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $327K | Buy |
+14,171
| New | +$327K | ﹤0.01% | 2022 |
|