PWM
Prentice 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,350
| Closed | -$53K | – | 129 |
|
|
2022
Q2 | $53K | Buy |
+2,350
| New | +$53K | 0.05% | 68 |
|
|
2021
Q4 | – | Sell |
-1,895
| Closed | -$47K | – | 192 |
|
|
2021
Q3 | $47K | Sell |
1,895
-50
| -3% | -$1.24K | 0.02% | 177 |
|
|
2021
Q2 | $49K | Sell |
1,945
-500
| -20% | -$12.6K | 0.03% | 181 |
|
|
2021
Q1 | $61K | Buy |
+2,445
| New | +$61K | 0.03% | 162 |
|