Ashton Thomas Private Wealth’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Ashton Thomas Private Wealth’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	-18,897	Closed	-$439K	–	848
2025 Q1	$439K	Sell	18,897 -666,057	-97%	-$15.5M	0.02%	579
2024 Q4	$15.9M	Buy	684,954 +62,136	+10%	+$1.44M	0.62%	31
2024 Q3	$14.5M	Sell	622,818 -17,007	-3%	-$395K	0.76%	28
2024 Q2	$14.9M	Sell	639,825 -32,612	-5%	-$759K	0.81%	27
2024 Q1	$15.7M	Sell	672,437 -3,234	-0.5%	-$75.2K	0.9%	18
2023 Q4	$15.6M	Buy	675,671 +499,067	+283%	+$11.4M	0.98%	16
2023 Q3	$4.05M	Buy	+176,604	New	+$4.05M	0.3%	88

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ashton Thomas Private Wealth's IBHE Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 18,897 shares — an estimated $439K sold.

Ashton Thomas Private Wealth first reported a position in IBHE in Q3 2023 and held it in 7 quarters. The position peaked at $15.9M in Q4 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

Ashton Thomas Private Wealth reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
Ashton Thomas Private Wealth sold 18,897 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $439K.
Ashton Thomas Private Wealth first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 7 quarters.
Ashton Thomas Private Wealth's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $15.9M 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 Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.