LIA
LBMC Investment Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
252,539
+4,841
| +2% | +$113K | 0.42% | 35 |
|
|
2025
Q1 | $5.76M | Buy |
247,698
+29,558
| +14% | +$687K | 0.45% | 36 |
|
|
2024
Q4 | $5.06M | Buy |
218,140
+41,115
| +23% | +$954K | 0.4% | 38 |
|
|
2024
Q3 | $4.12M | Buy |
177,025
+33,115
| +23% | +$772K | 0.33% | 41 |
|
|
2024
Q2 | $3.35M | Buy |
143,910
+32,301
| +29% | +$752K | 0.29% | 41 |
|
|
2024
Q1 | $2.61M | Buy |
111,609
+97,291
| +680% | +$2.27M | 0.23% | 41 |
|
|
2023
Q4 | $331K | Buy |
14,318
+55
| +0.4% | +$1.27K | 0.03% | 116 |
|
|
2023
Q3 | $323K | Buy |
14,263
+2,213
| +18% | +$50.1K | 0.03% | 116 |
|
|
2023
Q2 | $277K | Hold |
12,050
| – | – | 0.03% | 128 |
|
|
2023
Q1 | $276K | Buy |
+12,050
| New | +$276K | 0.03% | 131 |
|