WRPWM
Werba Rubin Papier 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 | $759K | Sell |
32,626
-6,430
| -16% | -$150K | 0.14% | 85 |
|
|
2025
Q1 | $908K | Sell |
39,056
-430
| -1% | -$9.99K | 0.2% | 73 |
|
|
2024
Q4 | $916K | Buy |
39,486
+4,911
| +14% | +$114K | 0.22% | 68 |
|
|
2024
Q3 | $806K | Hold |
34,575
| – | – | 0.19% | 75 |
|
|
2024
Q2 | $805K | Buy |
34,575
+277
| +0.8% | +$6.45K | 0.22% | 66 |
|
|
2024
Q1 | $802K | Hold |
34,298
| – | – | 0.23% | 55 |
|
|
2023
Q4 | $792K | Buy |
34,298
+1,301
| +4% | +$30.1K | 0.27% | 42 |
|
|
2023
Q3 | $757K | Sell |
32,997
-3,328
| -9% | -$76.3K | 0.27% | 48 |
|
|
2023
Q2 | $835K | Buy |
36,325
+3,328
| +10% | +$76.5K | 0.29% | 42 |
|
|
2023
Q1 | $756K | Buy |
32,997
+3,270
| +11% | +$74.9K | 0.3% | 45 |
|
|
2022
Q4 | $669K | Buy |
+29,727
| New | +$669K | 0.28% | 39 |
|