Ownership history in High Note Wealth, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF (IBHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 30,486 | +5,104 | +20.1% | 0.14% | $708K | $22.96 |
| 2025 Q2 | INITIATED | 25,382 | — | — | 0.14% | $590K | $22.73 |