Fairhaven Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $250K | Sell |
10,776
-765
| -7% | -$17.7K | 0.08% | 95 |
|
|
2024
Q3 | $269K | Hold |
11,541
| – | – | 0.08% | 94 |
|
|
2024
Q2 | $269K | Buy |
11,541
+1,115
| +11% | +$26K | 0.09% | 94 |
|
|
2024
Q1 | $244K | Buy |
10,426
+650
| +7% | +$15.2K | 0.08% | 102 |
|
|
2023
Q4 | $226K | Hold |
9,776
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $224K | Hold |
9,776
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $225K | Buy |
+9,776
| New | +$225K | 0.09% | 98 |
|