AWM
IBHE

Aprio Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Aprio Wealth Management’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
Q3 		– Sell
-9,858
Closed -$229K – 449
2025
Q2 		$229K Buy
9,858
+41
+0.4% +$951 0.03% 361
2025
Q1 		$228K Sell
9,817
-2,871
-23% -$66.7K 0.03% 328
2024
Q4 		$294K Buy
+12,688
New +$294K 0.04% 220

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Aprio Wealth Management's IBHE Position: Q3 2025 in Review

Aprio Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 9,858 shares — an estimated $229K sold.

Aprio Wealth Management first reported a position in IBHE in Q4 2024 and held it in 3 quarters. The position peaked at $294K in Q4 2024. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Aprio Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 9,858 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $229K.
  • Aprio Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 3 quarters.
  • Aprio Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $294K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Aprio Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.