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 |
|