SWA
Sightline Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,947
| Closed | -$255K | – | 90 |
|
|
2024
Q3 | $255K | Sell |
10,947
-5,199
| -32% | -$121K | 0.14% | 70 |
|
|
2024
Q2 | $376K | Sell |
16,146
-2,339
| -13% | -$54.4K | 0.23% | 56 |
|
|
2024
Q1 | $432K | Buy |
18,485
+407
| +2% | +$9.52K | 0.28% | 51 |
|
|
2023
Q4 | $418K | Buy |
18,078
+6,412
| +55% | +$148K | 0.32% | 47 |
|
|
2023
Q3 | $268K | Buy |
+11,666
| New | +$268K | 0.25% | 56 |
|