Sowell Financial Services’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
$1.74M Buy
74,809
+752
+1% +$17.5K 0.07% 294
2025
Q1
$1.72M Buy
74,057
+13,615
+23% +$316K 0.08% 270
2024
Q4
$1.4M Buy
60,442
+12,960
+27% +$301K 0.07% 262
2024
Q3
$1.11M Buy
+47,482
New +$1.11M 0.05% 326