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

Baird Financial Group’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	-26,416	Closed	-$613K	–	1817
2025 Q3	$613K	Sell	26,416 -515	-2%	-$11.9K	﹤0.01%	1403
2025 Q2	$626K	Sell	26,931 -1,596	-6%	-$37K	﹤0.01%	1349
2025 Q1	$663K	Buy	28,527 +587	+2%	+$13.6K	﹤0.01%	1305
2024 Q4	$648K	Buy	27,940 +2,801	+11%	+$65K	﹤0.01%	1304
2024 Q3	$586K	Buy	25,139 +986	+4%	+$22.9K	﹤0.01%	1324
2024 Q2	$562K	Buy	24,153 +4,055	+20%	+$94.4K	﹤0.01%	1348
2024 Q1	$470K	Buy	20,098 +8,236	+69%	+$191K	﹤0.01%	1407
2023 Q4	$274K	Buy	+11,862	New	+$272K	﹤0.01%	1544

Other funds holding IBHE

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

Baird Financial Group's IBHE Position: Q4 2025 in Review

Baird Financial Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 26,416 shares — an estimated $613K sold.

Baird Financial Group first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $663K in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Baird Financial Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Baird Financial Group sold 26,416 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $613K.
Baird Financial Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Baird Financial Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $663K in Q1 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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