BFC
IBHE

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

Bedel Financial Consulting’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
-31,140
Closed -$723K – 296
2025
Q3 		$723K Buy
31,140
+254
+0.8% +$5.89K 0.09% 122
2025
Q2 		$718K Buy
30,886
+7,490
+32% +$174K 0.1% 117
2025
Q1 		$542K Buy
23,396
+14,198
+154% +$330K 0.08% 137
2024
Q4 		$213K Buy
9,198
+431
+5% +$10K 0.03% 251
2024
Q3 		$204K Buy
+8,767
New +$203K 0.03% 249

Other funds holding IBHE

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

Bedel Financial Consulting's IBHE Position: Q4 2025 in Review

Bedel Financial Consulting sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 31,140 shares — an estimated $723K sold.

Bedel Financial Consulting first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $723K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Bedel Financial Consulting reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 31,140 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $723K.
  • Bedel Financial Consulting first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
  • Bedel Financial Consulting's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $723K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Bedel Financial Consulting's 13F filing for Q4 2025, filed 28 Jan 2026.