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Endowment Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Endowment Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.57M Buy
67,305
+3,432
+5% +$79.8K 0.81% 39
2025
Q1 		$1.48M Buy
63,873
+30,333
+90% +$705K 0.96% 32
2024
Q4 		$778K Buy
+33,540
New +$778K 0.52% 48