Ameriprise
IBHE

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

Ameriprise’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
2025
Q2 		– Sell
-8,833
Closed -$205K – 4042
2025
Q1 		$205K Sell
8,833
-1,780
-17% -$41.4K ﹤0.01% 3785
2024
Q4 		$246K Buy
+10,613
New +$246K ﹤0.01% 3794

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Ameriprise's IBHE Position: Q2 2025 in Review

Ameriprise sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 8,833 shares — an estimated $205K sold.

Ameriprise first reported a position in IBHE in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Ameriprise reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 8,833 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $205K.
  • Ameriprise first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 2 quarters.
  • Ameriprise's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $246K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.