Mascoma Wealth Management’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 | $324K | Hold |
13,932
| – | – | 0.08% | 68 |
|
|
2025
Q1 | $324K | Hold |
13,932
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $323K | Hold |
13,932
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $325K | Hold |
13,932
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $324K | Buy |
13,932
+13,740
| +7,156% | +$320K | 0.09% | 71 |
|
|
2024
Q1 | $4.49K | Hold |
192
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $4.44K | Hold |
192
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $4.4K | Hold |
192
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $4.41K | Sell |
192
-280
| -59% | -$6.43K | ﹤0.01% | 401 |
|
|
2023
Q1 | $10.8K | Hold |
472
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $10.6K | Hold |
472
| – | – | ﹤0.01% | 398 |
|
|
2022
Q3 | $10K | Hold |
472
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $11K | Hold |
472
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $11K | Hold |
472
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $12K | Hold |
472
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $12K | Buy |
+472
| New | +$12K | ﹤0.01% | 328 |
|
|
2021
Q2 | – | Sell |
-472
| Closed | -$12K | – | 262 |
|
|
2021
Q1 | $12K | Buy |
+472
| New | +$12K | 0.01% | 334 |
|