NEPWA
New England Private Wealth Advisors’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 | $811K | Buy |
34,906
+390
| +1% | +$9.06K | 0.12% | 93 |
|
|
2025
Q1 | $802K | Sell |
34,516
-1,503
| -4% | -$34.9K | 0.12% | 87 |
|
|
2024
Q4 | $836K | Buy |
36,019
+546
| +2% | +$12.7K | 0.13% | 88 |
|
|
2024
Q3 | $827K | Buy |
35,473
+458
| +1% | +$10.7K | 0.13% | 85 |
|
|
2024
Q2 | $815K | Buy |
35,015
+625
| +2% | +$14.5K | 0.14% | 84 |
|
|
2024
Q1 | $801K | Sell |
34,390
-11,728
| -25% | -$273K | 0.14% | 83 |
|
|
2023
Q4 | $1.07M | Buy |
46,118
+1,114
| +2% | +$25.7K | 0.2% | 73 |
|
|
2023
Q3 | $1.03M | Buy |
45,004
+818
| +2% | +$18.8K | 0.22% | 70 |
|
|
2023
Q2 | $1.02M | Buy |
44,186
+785
| +2% | +$18.1K | 0.21% | 67 |
|
|
2023
Q1 | $994K | Buy |
+43,401
| New | +$994K | 0.2% | 63 |
|