Lido 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
$3.24M Sell
139,467
-8,297
-6% -$193K 0.01% 442
2025
Q1
$3.43M Sell
147,764
-30,414
-17% -$707K 0.02% 396
2024
Q4
$4.13M Buy
178,178
+37,288
+26% +$865K 0.02% 342
2024
Q3
$3.28M Buy
140,890
+6,923
+5% +$161K 0.02% 347
2024
Q2
$3.12M Buy
133,967
+23,190
+21% +$540K 0.02% 339
2024
Q1
$2.59M Buy
110,777
+37,808
+52% +$884K 0.02% 361
2023
Q4
$1.69M Buy
+72,969
New +$1.69M 0.01% 423