SWM
Scissortail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
382,714
+5,014
| +1% | +$117K | 2.14% | 16 |
|
|
2025
Q1 | $8.78M | Buy |
377,700
+48,734
| +15% | +$1.13M | 2.25% | 13 |
|
|
2024
Q4 | $7.63M | Buy |
328,966
+328,540
| +77,122% | +$7.62M | 1.95% | 13 |
|
|
2024
Q3 | $7.5M | Sell |
426
-284,968
| -100% | -$5.02B | 1.82% | 15 |
|
|
2024
Q2 | $6.64M | Buy |
285,394
+7,179
| +3% | +$167K | 1.69% | 18 |
|
|
2024
Q1 | $6.5M | Sell |
278,215
-1,451
| -0.5% | -$33.9K | 1.72% | 15 |
|
|
2023
Q4 | $6.52M | Buy |
279,666
+510
| +0.2% | +$11.9K | 2.06% | 13 |
|
|
2023
Q3 | $6.31M | Buy |
279,156
+2,704
| +1% | +$61.2K | 4.97% | 7 |
|
|
2023
Q2 | $6.36M | Buy |
276,452
+7,407
| +3% | +$170K | 5.21% | 5 |
|
|
2023
Q1 | $6.16M | Buy |
269,045
+258,686
| +2,497% | +$5.93M | 5.55% | 5 |
|
|
2022
Q4 | $236K | Buy |
+10,359
| New | +$236K | 0.14% | 101 |
|