AC
IBHE

Adroit Compliance’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Adroit Compliance’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
2023
Q4 		$358K Buy
+15,519
New +$355K 0.07% 43

Other funds holding IBHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Adroit Compliance's IBHE Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2023: 15,519 shares worth $358K. The stake represents 0.07% of the portfolio and ranks #43 among its holdings.

89 funds tracked by Wall St. Rank hold IBHE as of Q4 2023.

  • Adroit Compliance held 15,519 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $358K as of Q4 2023.
  • iShares iBonds 2025 Term High Yield and Income ETF was a new Adroit Compliance position in Q4 2023.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.07% of Adroit Compliance's portfolio in Q4 2023, its #43 holding.
  • 89 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.