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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
45,432
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $1.06M | Hold |
45,432
| – | – | 0.08% | 104 |
|
|
2024
Q4 | $1.05M | Hold |
45,432
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $1.06M | Hold |
45,432
| – | – | 0.08% | 108 |
|
|
2024
Q2 | $1.06M | Sell |
45,432
-15,000
| -25% | -$349K | 0.09% | 107 |
|
|
2024
Q1 | $1.41M | Buy |
60,432
+10,432
| +21% | +$244K | 0.12% | 93 |
|
|
2023
Q4 | $1.16M | Buy |
50,000
+23,781
| +91% | +$549K | 0.1% | 101 |
|
|
2023
Q3 | $601K | Buy |
26,219
+23
| +0.1% | +$527 | 0.06% | 121 |
|
|
2023
Q2 | $603K | Buy |
26,196
+21
| +0.1% | +$483 | 0.06% | 122 |
|
|
2023
Q1 | $600K | Buy |
+26,175
| New | +$600K | 0.06% | 118 |
|