IFP Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
53,590
-16,195
| -23% | -$377K | 0.04% | 510 |
|
|
2025
Q1 | $1.62M | Sell |
69,785
-2,658
| -4% | -$61.8K | 0.05% | 406 |
|
|
2024
Q4 | $1.68M | Sell |
72,443
-1,536
| -2% | -$35.6K | 0.06% | 374 |
|
|
2024
Q3 | $1.72M | Buy |
73,979
+3,129
| +4% | +$72.9K | 0.06% | 332 |
|
|
2024
Q2 | $1.65M | Buy |
70,850
+8,194
| +13% | +$191K | 0.07% | 311 |
|
|
2024
Q1 | $1.46M | Buy |
62,656
+3,993
| +7% | +$93.4K | 0.06% | 320 |
|
|
2023
Q4 | $1.36M | Buy |
58,663
+1,304
| +2% | +$30.1K | 0.06% | 324 |
|
|
2023
Q3 | $1.32M | Buy |
57,359
+9,147
| +19% | +$210K | 0.06% | 329 |
|
|
2023
Q2 | $1.11M | Buy |
48,212
+9,602
| +25% | +$221K | 0.05% | 401 |
|
|
2023
Q1 | $963K | Buy |
38,610
+2,954
| +8% | +$73.6K | 0.04% | 401 |
|
|
2022
Q4 | $889K | Buy |
35,656
+13,729
| +63% | +$342K | 0.02% | 663 |
|
|
2022
Q3 | $545K | Buy |
21,927
+17,927
| +448% | +$446K | 0.01% | 889 |
|
|
2022
Q2 | $100K | Hold |
4,000
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q1 | $100K | Buy |
+4,000
| New | +$100K | ﹤0.01% | 1688 |
|