Summit Investment Advisory 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	$1.26M	Buy	+54,385	New	+$1.26M	1.07%	25
2024 Q3	–	Sell	-32,656	Closed	-$760K	–	87
2024 Q2	$760K	Buy	+32,656	New	+$760K	0.89%	22