Prosperity Capital 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 | – | Sell |
-36,579
| Closed | -$847K | – | 320 |
|
|
2025
Q1 | $847K | Sell |
36,579
-6,713
| -16% | -$155K | 0.07% | 175 |
|
|
2024
Q4 | $1M | Sell |
43,292
-6,688
| -13% | -$155K | 0.08% | 155 |
|
|
2024
Q3 | $1.16M | Buy |
49,980
+7,908
| +19% | +$184K | 0.1% | 143 |
|
|
2024
Q2 | $979K | Buy |
42,072
+21,176
| +101% | +$493K | 0.11% | 134 |
|
|
2024
Q1 | $489K | Buy |
20,896
+10,511
| +101% | +$246K | 0.06% | 210 |
|
|
2023
Q4 | $240K | Buy |
+10,385
| New | +$240K | 0.03% | 234 |
|