Mutual 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 | $377K | Buy |
16,245
+1,551
| +11% | +$36K | 0.01% | 898 |
|
|
2025
Q1 | $341K | Sell |
14,694
-2,202
| -13% | -$51.2K | 0.01% | 856 |
|
|
2024
Q4 | $392K | Sell |
16,896
-235,581
| -93% | -$5.47M | 0.01% | 789 |
|
|
2024
Q3 | $5.87M | Buy |
252,477
+10,279
| +4% | +$239K | 0.17% | 110 |
|
|
2024
Q2 | $5.62M | Buy |
242,198
+21,641
| +10% | +$502K | 0.17% | 126 |
|
|
2024
Q1 | $5.16M | Buy |
220,557
+35,049
| +19% | +$819K | 0.17% | 126 |
|
|
2023
Q4 | $4.29M | Buy |
185,508
+19,983
| +12% | +$462K | 0.15% | 148 |
|
|
2023
Q3 | $3.8M | Buy |
165,525
+2,309
| +1% | +$52.9K | 0.15% | 141 |
|
|
2023
Q2 | $3.75M | Buy |
163,216
+21,783
| +15% | +$501K | 0.14% | 149 |
|
|
2023
Q1 | $3.24M | Buy |
141,433
+13,256
| +10% | +$304K | 0.13% | 164 |
|
|
2022
Q4 | $2.89M | Buy |
+128,177
| New | +$2.89M | 0.13% | 168 |
|