Integrated Wealth Concepts’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Integrated Wealth Concepts’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
2025 Q2	$1.04M	Sell
2025 Q1	$1.71M	Sell
2024 Q4	$2.99M	Sell
2024 Q3	$3.05M	Buy
2024 Q2	$1.68M	Buy
2024 Q1	$1.51M	Buy
2023 Q4	$1.3M	Buy
2023 Q3	$915K	Buy
2023 Q2	$877K	Buy
2023 Q1	$639K	Buy