Rialto Wealth 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
Sell
-15,243
Closed -$354K 1730
2025
Q1
$354K Sell
15,243
-6,560
-30% -$152K 0.11% 112
2024
Q4
$506K Buy
+21,803
New +$506K 0.17% 89