TSWM
Tyler-Stone Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
120,522
-14,472
| -11% | -$337K | 0.45% | 49 |
|
|
2025
Q1 | $3.14M | Sell |
134,994
-10,319
| -7% | -$240K | 0.56% | 40 |
|
|
2024
Q4 | $3.37M | Sell |
145,313
-5,002
| -3% | -$116K | 0.6% | 40 |
|
|
2024
Q3 | $3.5M | Buy |
150,315
+74,687
| +99% | +$1.74M | 0.66% | 33 |
|
|
2024
Q2 | $1.76M | Sell |
75,628
-906
| -1% | -$21.1K | 0.72% | 29 |
|
|
2024
Q1 | $1.79M | Sell |
76,534
-19,193
| -20% | -$449K | 0.79% | 28 |
|
|
2023
Q4 | $2.21M | Buy |
95,727
+1,273
| +1% | +$29.4K | 1.11% | 18 |
|
|
2023
Q3 | $2.17M | Sell |
94,454
-1,617
| -2% | -$37.1K | 1.24% | 18 |
|
|
2023
Q2 | $2.21M | Buy |
+96,071
| New | +$2.21M | 1.25% | 17 |
|
|
2022
Q4 | $1.84M | Buy |
81,691
+46,651
| +133% | +$1.05M | 1.25% | 19 |
|
|
2022
Q3 | $777K | Buy |
+35,040
| New | +$777K | 0.59% | 35 |
|