Wealth Enhancement 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 | $240K | Hold |
10,344
| – | – | ﹤0.01% | 2814 |
|
|
2025
Q1 | $240K | Hold |
10,344
| – | – | ﹤0.01% | 2575 |
|
|
2024
Q4 | $240K | Buy |
10,344
+323
| +3% | +$7.49K | ﹤0.01% | 2542 |
|
|
2024
Q3 | $233K | Sell |
10,021
-2,149
| -18% | -$50.1K | ﹤0.01% | 2328 |
|
|
2024
Q2 | $283K | Buy |
12,170
+155
| +1% | +$3.61K | ﹤0.01% | 2019 |
|
|
2024
Q1 | $281K | Hold |
12,015
| – | – | ﹤0.01% | 1965 |
|
|
2023
Q4 | $278K | Hold |
12,015
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q3 | $275K | Buy |
+12,015
| New | +$275K | ﹤0.01% | 1783 |
|