DP
Denver PWM’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Sell |
37,447
-5,187
| -12% | -$121K | 0.27% | 41 |
|
|
2025
Q1 | $991K | Sell |
42,634
-814
| -2% | -$18.9K | 0.36% | 37 |
|
|
2024
Q4 | $1.01M | Sell |
43,448
-222,226
| -84% | -$5.16M | 0.39% | 34 |
|
|
2024
Q3 | $6.19M | Buy |
265,674
+17,067
| +7% | +$398K | 2.35% | 15 |
|
|
2024
Q2 | $5.79M | Buy |
+248,607
| New | +$5.79M | 2.31% | 15 |
|