PPWM
PFG Private Wealth Management’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 | – | Sell |
-3,109
| Closed | -$72.3K | – | 139 |
|
|
2025
Q1 | $72.3K | Sell |
3,109
-283,370
| -99% | -$6.59M | 0.04% | 86 |
|
|
2024
Q4 | $6.65M | Buy |
286,479
+17,633
| +7% | +$409K | 3.78% | 11 |
|
|
2024
Q3 | $6.26M | Buy |
268,846
+5,202
| +2% | +$121K | 3.63% | 15 |
|
|
2024
Q2 | $6.14M | Buy |
263,644
+12,437
| +5% | +$289K | 3.72% | 13 |
|
|
2024
Q1 | $5.87M | Buy |
+251,207
| New | +$5.87M | 3.7% | 12 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$24K | – | 318 |
|
|
2022
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 167 |
|