Laurel Wealth Advisors (North Carolina)’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 | $1M | Buy |
23,255
+22,255
| +2,226% | +$957K | 0.01% | 260 |
|
|
2025
Q1 | $23.2K | Hold |
1,000
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $23.2K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $23.3K | Hold |
1,000
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $23.3K | Hold |
1,000
| – | – | ﹤0.01% | 364 |
|
|
2024
Q1 | $23.4K | Hold |
1,000
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $23.1K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $22.9K | Hold |
1,000
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $22.9K | Buy |
1,000
+600
| +150% | +$13.7K | ﹤0.01% | 351 |
|
|
2022
Q4 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 390 |
|