Kestra Private Wealth 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 | $3.78M | Buy |
162,506
+1,649
| +1% | +$38.3K | 0.05% | 337 |
|
|
2025
Q1 | $3.74M | Buy |
160,857
+23,897
| +17% | +$555K | 0.06% | 305 |
|
|
2024
Q4 | $3.18M | Buy |
136,960
+25,562
| +23% | +$593K | 0.05% | 322 |
|
|
2024
Q3 | $2.6M | Buy |
111,398
+23,568
| +27% | +$549K | 0.05% | 356 |
|
|
2024
Q2 | $2.04M | Buy |
87,830
+24,259
| +38% | +$565K | 0.04% | 390 |
|
|
2024
Q1 | $1.49M | Buy |
63,571
+36,561
| +135% | +$855K | 0.03% | 454 |
|
|
2023
Q4 | $624K | Buy |
+27,010
| New | +$624K | 0.02% | 658 |
|