Summit 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 | $272K | Sell |
11,676
-3,968
| -25% | -$92.3K | 0.05% | 187 |
|
|
2025
Q1 | $364K | Sell |
15,644
-7,791
| -33% | -$181K | 0.07% | 153 |
|
|
2024
Q4 | $544K | Sell |
23,435
-423
| -2% | -$9.81K | 0.11% | 118 |
|
|
2024
Q3 | $556K | Buy |
23,858
+54
| +0.2% | +$1.26K | 0.11% | 132 |
|
|
2024
Q2 | $554K | Sell |
23,804
-1,444
| -6% | -$33.6K | 0.12% | 128 |
|
|
2024
Q1 | $590K | Buy |
25,248
+35
| +0.1% | +$818 | 0.13% | 115 |
|
|
2023
Q4 | $582K | Buy |
25,213
+4,020
| +19% | +$92.9K | 0.14% | 107 |
|
|
2023
Q3 | $486K | Buy |
21,193
+510
| +2% | +$11.7K | 0.12% | 111 |
|
|
2023
Q2 | $476K | Buy |
20,683
+3,126
| +18% | +$71.9K | 0.12% | 108 |
|
|
2023
Q1 | $402K | Buy |
17,557
+3,523
| +25% | +$80.7K | 0.1% | 122 |
|
|
2022
Q4 | $316K | Buy |
+14,034
| New | +$316K | 0.08% | 141 |
|