Sunbelt Securities’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 | $451K | Buy |
19,425
+4,700
| +32% | +$109K | 0.04% | 372 |
|
|
2025
Q1 | $342K | Sell |
14,725
-4,700
| -24% | -$109K | 0.03% | 416 |
|
|
2024
Q4 | $450K | Sell |
19,425
-1,052
| -5% | -$24.4K | 0.04% | 374 |
|
|
2024
Q3 | $477K | Sell |
20,477
-1,713
| -8% | -$39.9K | 0.05% | 372 |
|
|
2024
Q2 | $516K | Buy |
22,190
+2,000
| +10% | +$46.6K | 0.05% | 330 |
|
|
2024
Q1 | $472K | Buy |
20,190
+788
| +4% | +$18.4K | 0.05% | 339 |
|
|
2023
Q4 | $448K | Hold |
19,402
| – | – | 0.06% | 332 |
|
|
2023
Q3 | $445K | Hold |
19,402
| – | – | 0.06% | 304 |
|
|
2023
Q2 | $446K | Sell |
19,402
-250
| -1% | -$5.75K | 0.06% | 301 |
|
|
2023
Q1 | $448K | Sell |
19,652
-800
| -4% | -$18.2K | 0.07% | 270 |
|
|
2022
Q4 | $460K | Buy |
+20,452
| New | +$460K | 0.09% | 257 |
|