Werba Rubin Papier Wealth Management’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
Q2
$759K Sell
2025
Q1
$908K Sell
2024
Q4
$916K Buy
2024
Q3
$806K Hold
2024
Q2
$805K Buy
2024
Q1
$802K Hold
2023
Q4
$792K Buy
2023
Q3
$757K Sell
2023
Q2
$835K Buy
2023
Q1
$756K Buy
2022
Q4
$669K Buy