Stratos Wealth Partners’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 | $5.29M | Buy |
227,463
+11,536
| +5% | +$268K | 0.07% | 272 |
|
|
2025
Q1 | $5.02M | Sell |
215,927
-26,951
| -11% | -$626K | 0.08% | 258 |
|
|
2024
Q4 | $5.63M | Buy |
242,878
+41,598
| +21% | +$965K | 0.08% | 247 |
|
|
2024
Q3 | $4.69M | Sell |
201,280
-2,329
| -1% | -$54.3K | 0.07% | 283 |
|
|
2024
Q2 | $4.74M | Buy |
203,609
+192,133
| +1,674% | +$4.47M | 0.08% | 255 |
|
|
2024
Q1 | $268K | Buy |
+11,476
| New | +$268K | ﹤0.01% | 1146 |
|