Sigma Planning Corp’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 | $446K | Sell |
19,182
-5,016
| -21% | -$117K | 0.01% | 831 |
|
|
2025
Q1 | $562K | Sell |
24,198
-17,427
| -42% | -$405K | 0.02% | 684 |
|
|
2024
Q4 | $966K | Buy |
41,625
+337
| +0.8% | +$7.82K | 0.03% | 497 |
|
|
2024
Q3 | $962K | Buy |
41,288
+135
| +0.3% | +$3.15K | 0.03% | 515 |
|
|
2024
Q2 | $958K | Buy |
41,153
+2,682
| +7% | +$62.4K | 0.03% | 496 |
|
|
2024
Q1 | $899K | Buy |
+38,471
| New | +$899K | 0.03% | 537 |
|
|
2023
Q4 | – | Sell |
-9,143
| Closed | -$210K | – | 994 |
|
|
2023
Q3 | $210K | Buy |
+9,143
| New | +$210K | 0.01% | 1069 |
|