GeoWealth 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
2025 Q2	$198K	Buy	+8,526	New	+$198K	0.01%	662
2025 Q1	–	Sell	-7,523	Closed	-$175K	–	1412
2024 Q4	$175K	Buy	7,523 +2,577	+52%	+$59.8K	0.01%	813
2024 Q3	$115K	Buy	+4,946	New	+$115K	﹤0.01%	867