Northwestern Mutual 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 | $1.85M | Sell |
79,364
-2,238
| -3% | -$52K | ﹤0.01% | 960 |
|
2025
Q1 | $1.9M | Sell |
81,602
-5,301
| -6% | -$123K | ﹤0.01% | 923 |
|
2024
Q4 | $2.02M | Sell |
86,903
-621,129
| -88% | -$14.4M | ﹤0.01% | 864 |
|
2024
Q3 | $16.5M | Buy |
708,032
+35,849
| +5% | +$835K | 0.01% | 355 |
|
2024
Q2 | $15.6M | Buy |
672,183
+37,603
| +6% | +$875K | 0.02% | 343 |
|
2024
Q1 | $14.8M | Buy |
634,580
+145,053
| +30% | +$3.39M | 0.02% | 338 |
|
2023
Q4 | $11.3M | Buy |
489,527
+199,260
| +69% | +$4.6M | 0.01% | 375 |
|
2023
Q3 | $6.66M | Buy |
290,267
+261,508
| +909% | +$6M | 0.01% | 441 |
|
2023
Q2 | $661K | Buy |
28,759
+4,519
| +19% | +$104K | ﹤0.01% | 1065 |
|
2023
Q1 | $555K | Buy |
24,240
+16,103
| +198% | +$369K | ﹤0.01% | 1088 |
|
2022
Q4 | $183K | Buy |
8,137
+157
| +2% | +$3.53K | ﹤0.01% | 1446 |
|
2022
Q3 | $177K | Buy |
+7,980
| New | +$177K | ﹤0.01% | 1431 |
|