EP Wealth Advisors’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 | $11.2M | Sell |
483,104
-50,990
| -10% | -$1.19M | 0.07% | 173 |
|
|
2025
Q1 | $12.4M | Buy |
534,094
+67,794
| +15% | +$1.58M | 0.1% | 137 |
|
|
2024
Q4 | $10.8M | Buy |
466,300
+111,340
| +31% | +$2.58M | 0.09% | 135 |
|
|
2024
Q3 | $8.27M | Buy |
354,960
+85,940
| +32% | +$2M | 0.07% | 167 |
|
|
2024
Q2 | $6.26M | Buy |
269,020
+13,400
| +5% | +$312K | 0.07% | 160 |
|
|
2024
Q1 | $5.98M | Buy |
255,620
+74,025
| +41% | +$1.73M | 0.07% | 152 |
|
|
2023
Q4 | $4.19M | Buy |
181,595
+135,235
| +292% | +$3.12M | 0.05% | 184 |
|
|
2023
Q3 | $1.06M | Buy |
+46,360
| New | +$1.06M | 0.02% | 318 |
|