AF
IBHE

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

Arrow Financial’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
-669,534
Closed -$15.5M – 162
2025
Q3 		$15.5M Sell
669,534
-199,142
-23% -$4.62M 1.59% 13
2025
Q2 		$20.2M Sell
868,676
-382,099
-31% -$8.86M 2.13% 9
2025
Q1 		$29.1M Sell
1,250,775
-228,880
-15% -$5.32M 3.25% 8
2024
Q4 		$34.3M Buy
1,479,655
+42,147
+3% +$978K 3.26% 7
2024
Q3 		$33.5M Buy
1,437,508
+162,488
+13% +$3.77M 3.1% 7
2024
Q2 		$29.7M Buy
1,275,020
+791,102
+163% +$18.4M 2.9% 7
2024
Q1 		$11.3M Buy
483,918
+470,496
+3,505% +$10.9M 1.12% 27
2023
Q4 		$310K Buy
+13,422
New +$307K 0.03% 148

Other funds holding IBHE

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

Arrow Financial's IBHE Position: Q4 2025 in Review

Arrow Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 669,534 shares — an estimated $15.5M sold.

Arrow Financial first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $34.3M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Arrow Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Arrow Financial sold 669,534 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $15.5M.
  • Arrow Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • Arrow Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $34.3M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Arrow Financial's 13F filing for Q4 2025, filed 5 Feb 2026.