Aptus Capital Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Aptus Capital Advisors’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 Q4	–	Sell	-996	Closed	-$23.1K	–	1702
2025 Q3	$23.1K	Buy	996 +5	+0.5%	+$116	﹤0.01%	1331
2025 Q2	$23.1K	Buy	991 +4	+0.4%	+$93	﹤0.01%	1262
2025 Q1	$22.9K	Buy	987 +3	+0.3%	+$70	﹤0.01%	1190
2024 Q4	$22.8K	Buy	984 +7	+0.7%	+$162	﹤0.01%	1194
2024 Q3	$22.8K	Buy	+977	New	+$22.7K	﹤0.01%	1021

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aptus Capital Advisors's IBHE Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 996 shares — an estimated $23.1K sold.

Aptus Capital Advisors first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $23.1K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 996 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $23.1K.
Aptus Capital Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
Aptus Capital Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $23.1K 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 Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.