APW
IBHE

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

Austin 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
Q4 		– Sell
-13,159
Closed -$306K – 311
2025
Q3 		$306K Sell
13,159
-3,986
-23% -$92.4K 0.02% 236
2025
Q2 		$399K Buy
17,145
+3,249
+23% +$75.3K 0.03% 199
2025
Q1 		$323K Sell
13,896
-2,138
-13% -$49.7K 0.03% 207
2024
Q4 		$372K Buy
16,034
+787
+5% +$18.3K 0.03% 180
2024
Q3 		$355K Buy
15,247
+183
+1% +$4.25K 0.03% 180
2024
Q2 		$351K Buy
15,064
+2,426
+19% +$56.5K 0.04% 156
2024
Q1 		$294K Buy
+12,638
New +$294K 0.03% 174

Other funds holding IBHE

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

Austin Private Wealth's IBHE Position: Q4 2025 in Review

Austin Private Wealth sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 13,159 shares — an estimated $306K sold.

Austin Private Wealth first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $399K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Austin Private Wealth reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Austin Private Wealth sold 13,159 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $306K.
  • Austin Private Wealth first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Austin Private Wealth's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $399K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.