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M3 Advisory Group’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
$245K Buy
10,529
+15
+0.1% +$349 0.17% 118
2025
Q1
$244K Sell
10,514
-33,298
-76% -$774K 0.19% 112
2024
Q4
$1.02M Sell
43,812
-477
-1% -$11.1K 0.73% 30
2024
Q3
$1.03M Buy
44,289
+5,772
+15% +$134K 0.76% 27
2024
Q2
$896K Buy
38,517
+3,507
+10% +$81.6K 0.74% 28
2024
Q1
$819K Buy
35,010
+24,635
+237% +$576K 0.74% 29
2023
Q4
$240K Buy
+10,375
New +$240K 0.28% 84