J.W. Cole Advisors’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 | $413K | Buy |
+17,750
| New | +$413K | 0.01% | 993 |
|
|
2025
Q1 | – | Sell |
-147,820
| Closed | -$3.43M | – | 1308 |
|
|
2024
Q4 | $3.43M | Sell |
147,820
-25,152
| -15% | -$584K | 0.14% | 149 |
|
|
2024
Q3 | $4.03M | Buy |
172,972
+46,414
| +37% | +$1.08M | 0.17% | 133 |
|
|
2024
Q2 | $2.95M | Buy |
126,558
+22,649
| +22% | +$527K | 0.14% | 151 |
|
|
2024
Q1 | $2.43M | Buy |
+103,909
| New | +$2.43M | 0.12% | 179 |
|