Mid-American Wealth Advisory Group’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 | $13.9M | Sell |
598,316
-145,845
| -20% | -$3.39M | 6.62% | 3 |
|
|
2025
Q1 | $17.3M | Buy |
744,161
+29,661
| +4% | +$689K | 9.28% | 3 |
|
|
2024
Q4 | $16.6M | Buy |
714,500
+37,054
| +5% | +$860K | 9.75% | 2 |
|
|
2024
Q3 | $15.8M | Buy |
677,446
+47,414
| +8% | +$1.1M | 9.91% | 2 |
|
|
2024
Q2 | $14.7M | Buy |
630,032
+1,045
| +0.2% | +$24.3K | 9.36% | 3 |
|
|
2024
Q1 | $14.7M | Buy |
628,987
+76,528
| +14% | +$1.79M | 9.92% | 3 |
|
|
2023
Q4 | $12.8M | Sell |
552,459
-65,427
| -11% | -$1.51M | 9.47% | 4 |
|
|
2023
Q3 | $14.1M | Buy |
+617,886
| New | +$14.1M | 11.38% | 3 |
|