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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $316K | Buy |
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