NWAM LLC’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 | $599K | Sell |
25,780
-38,100
| -60% | -$885K | 0.05% | 292 |
|
|
2025
Q1 | $1.48M | Sell |
63,880
-20,069
| -24% | -$466K | 0.13% | 152 |
|
|
2024
Q4 | $1.95M | Sell |
83,949
-1,584
| -2% | -$36.7K | 0.12% | 170 |
|
|
2024
Q3 | $1.99M | Buy |
85,533
+169
| +0.2% | +$3.94K | 0.12% | 167 |
|
|
2024
Q2 | $1.99M | Buy |
85,364
+71,967
| +537% | +$1.68M | 0.58% | 32 |
|
|
2024
Q1 | $312K | Sell |
13,397
-34,292
| -72% | -$798K | 0.03% | 424 |
|
|
2023
Q4 | $1.1M | Buy |
+47,689
| New | +$1.1M | 0.09% | 214 |
|