Integrated Wealth Concepts’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 | $1.04M | Sell |
44,735
-28,648
| -39% | -$666K | 0.01% | 901 |
|
|
2025
Q1 | $1.71M | Sell |
73,383
-55,484
| -43% | -$1.29M | 0.02% | 618 |
|
|
2024
Q4 | $2.99M | Sell |
128,867
-2,098
| -2% | -$48.7K | 0.03% | 436 |
|
|
2024
Q3 | $3.05M | Buy |
130,965
+58,725
| +81% | +$1.37M | 0.04% | 422 |
|
|
2024
Q2 | $1.68M | Buy |
72,240
+7,459
| +12% | +$174K | 0.02% | 568 |
|
|
2024
Q1 | $1.51M | Buy |
64,781
+8,351
| +15% | +$195K | 0.02% | 602 |
|
|
2023
Q4 | $1.3M | Buy |
56,430
+16,545
| +41% | +$382K | 0.02% | 622 |
|
|
2023
Q3 | $915K | Buy |
39,885
+1,740
| +5% | +$39.9K | 0.02% | 731 |
|
|
2023
Q2 | $877K | Buy |
38,145
+10,239
| +37% | +$235K | 0.02% | 733 |
|
|
2023
Q1 | $639K | Buy |
+27,906
| New | +$639K | 0.01% | 774 |
|