Advisory Services Network’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
Q4
Sell
-5,498
Closed -$128K 2962
2025
Q3
$128K Buy
+5,498
New +$128K ﹤0.01% 1937
2020
Q4
Sell
-2,802
Closed -$68.8K 3477
2020
Q3
$68K Buy
+2,802
New +$67.5K ﹤0.01% 1431
2020
Q2
Sell
-2,080
Closed -$46K 1822
2020
Q1
$46K Hold
2,080
﹤0.01% 1427
2019
Q4
$53K Buy
+2,080
New +$52.4K ﹤0.01% 1465

Other funds holding IBHE

Advisory Services Network's IBHE Position: Q4 2025 in Review

Advisory Services Network sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 5,498 shares — an estimated $128K sold.

Advisory Services Network first reported a position in IBHE in Q4 2019 and held it in 4 quarters. The position peaked at $128K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Advisory Services Network reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 5,498 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $128K.
  • Advisory Services Network first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2019 and held it in 4 quarters.
  • Advisory Services Network's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $128K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.