GLR
IBHE

Great Lakes Retirement’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Great Lakes Retirement’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-179
Closed -$4.16K – 399
2024
Q2 		$4.16K Sell
179
-23,445
-99% -$546K ﹤0.01% 564
2024
Q1 		$552K Sell
23,624
-1,453
-6% -$33.8K 0.08% 168
2023
Q4 		$579K Buy
+25,077
New +$574K 0.1% 160

Other funds holding IBHE

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Great Lakes Retirement's IBHE Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2024, closing a stake of 179 shares — an estimated $4.16K sold.

Great Lakes Retirement first reported a position in IBHE in Q4 2023 and held it in 3 quarters. The position peaked at $579K in Q4 2023. 111 funds tracked by Wall St. Rank hold IBHE as of Q3 2024.

  • Great Lakes Retirement reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 179 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2024, an estimated $4.16K.
  • Great Lakes Retirement first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 3 quarters.
  • Great Lakes Retirement's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $579K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.