Global Retirement Partners’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 | $195K | Buy |
+8,367
| New | +$195K | ﹤0.01% | 1108 |
|
2024
Q4 | $183K | Buy |
7,875
+82
| +1% | +$1.9K | 0.01% | 1001 |
|
2024
Q3 | $182K | Buy |
7,793
+68
| +0.9% | +$1.58K | 0.01% | 948 |
|
2024
Q2 | $180K | Buy |
7,725
+2,479
| +47% | +$57.7K | 0.01% | 927 |
|
2024
Q1 | $123K | Buy |
5,246
+22
| +0.4% | +$514 | ﹤0.01% | 991 |
|
2023
Q4 | $121K | Buy |
5,224
+1,336
| +34% | +$30.9K | 0.01% | 953 |
|
2023
Q3 | $88.3K | Buy |
3,888
+31
| +0.8% | +$704 | ﹤0.01% | 988 |
|
2023
Q2 | $88.7K | Buy |
3,857
+20
| +0.5% | +$460 | ﹤0.01% | 997 |
|
2023
Q1 | $87.3K | Buy |
3,837
+685
| +22% | +$15.6K | ﹤0.01% | 982 |
|
2022
Q4 | $71K | Buy |
+3,152
| New | +$71K | ﹤0.01% | 947 |
|