Kestra Advisory Services’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 | $1.47M | Buy |
63,260
+24,211
| +62% | +$563K | 0.01% | 1257 |
|
|
2025
Q1 | $907K | Buy |
39,049
+20,630
| +112% | +$479K | ﹤0.01% | 1443 |
|
|
2024
Q4 | $427K | Buy |
18,419
+4,769
| +35% | +$111K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $318K | Hold |
13,650
| – | – | ﹤0.01% | 2045 |
|
|
2024
Q2 | $318K | Hold |
13,650
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q1 | $319K | Buy |
+13,650
| New | +$319K | ﹤0.01% | 1958 |
|