Phillips Financial Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.52M | Buy |
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|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $600K | Buy |
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