AAS
IBHE

Avantax Advisory Services’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Avantax Advisory Services’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 		$4.87M Buy
209,321
+33,090
+19% +$767K 0.03% 454
2025
Q1 		$4.1M Buy
176,231
+25,850
+17% +$601K 0.02% 481
2024
Q4 		$3.49M Buy
150,381
+44,646
+42% +$1.04M 0.02% 504
2024
Q3 		$2.46M Buy
105,735
+4,653
+5% +$108K 0.02% 603
2024
Q2 		$2.35M Buy
+101,082
New +$2.35M 0.02% 597

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Avantax Advisory Services's IBHE Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 19% in Q2 2025, buying an estimated $767K and bringing the position to 209,321 shares worth $4.87M. The position accounts for 0.03% of the portfolio, ranked #454.

Avantax Advisory Services first reported a position in IBHE in Q2 2024 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Avantax Advisory Services held 209,321 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $4.87M as of Q2 2025.
  • Avantax Advisory Services bought 33,090 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $767K.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #454 holding.
  • Avantax Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.