OneDigital Investment 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	$20.3M	Buy	871,874 +38,773	+5%	+$902K	0.23%	94
2025 Q1	$19.4M	Buy	833,101 +24,282	+3%	+$564K	0.23%	91
2024 Q4	$18.8M	Buy	808,819 +782,999	+3,033%	+$18.2M	0.22%	88
2024 Q3	$602K	Buy	25,820 +27	+0.1%	+$629	0.01%	863
2024 Q2	$600K	Buy	+25,793	New	+$600K	0.01%	823