Belpointe Asset Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Belpointe Asset Management’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	-11,800	Closed	-$274K	–	1066
2025 Q3	$274K	Buy	+11,800	New	+$274K	0.01%	821

Other funds holding IBHE

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

Belpointe Asset Management's IBHE Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,800 shares — an estimated $274K sold.

Belpointe Asset Management first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Belpointe Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 11,800 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $274K.
Belpointe Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
Belpointe Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $274K 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 Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.