Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Hold
2025
Q1 		$240K Hold
2024
Q4 		$240K Buy
2024
Q3 		$233K Sell
2024
Q2 		$283K Buy
2024
Q1 		$281K Hold
2023
Q4 		$278K Hold
2023
Q3 		$275K Buy