Steele Capital 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 | $952K | Hold |
40,925
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $951K | Sell |
40,925
-43
| -0.1% | -$999 | 0.05% | 67 |
|
|
2024
Q4 | $950K | Sell |
40,968
-7,706
| -16% | -$179K | 0.05% | 66 |
|
|
2024
Q3 | $1.13M | Buy |
48,674
+3,022
| +7% | +$70.4K | 0.06% | 63 |
|
|
2024
Q2 | $1.06M | Buy |
45,652
+200
| +0.4% | +$4.66K | 0.06% | 68 |
|
|
2024
Q1 | $1.06M | Sell |
45,452
-129
| -0.3% | -$3.02K | 0.06% | 66 |
|
|
2023
Q4 | $1.05M | Buy |
+45,581
| New | +$1.05M | 0.07% | 65 |
|