SPWM
Straight Path 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 | $1.83M | Sell |
78,542
-2,696
| -3% | -$62.7K | 0.62% | 24 |
|
|
2025
Q1 | $1.89M | Buy |
81,238
+6,166
| +8% | +$143K | 0.76% | 21 |
|
|
2024
Q4 | $1.74M | Buy |
75,072
+7,303
| +11% | +$169K | 0.69% | 20 |
|
|
2024
Q3 | $1.58M | Buy |
67,769
+2,408
| +4% | +$56.1K | 0.68% | 20 |
|
|
2024
Q2 | $1.52M | Buy |
65,361
+3,164
| +5% | +$73.6K | 0.78% | 20 |
|
|
2024
Q1 | $1.45M | Buy |
62,197
+9,155
| +17% | +$214K | 0.82% | 19 |
|
|
2023
Q4 | $1.23M | Buy |
53,042
+15,615
| +42% | +$361K | 0.72% | 17 |
|
|
2023
Q3 | $858K | Buy |
37,427
+3,643
| +11% | +$83.5K | 0.58% | 23 |
|
|
2023
Q2 | $777K | Buy |
33,784
+6,885
| +26% | +$158K | 0.53% | 25 |
|
|
2023
Q1 | $616K | Buy |
+26,899
| New | +$616K | 0.49% | 30 |
|