BlackRock

BlackRock’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

BlackRock’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	–	Sell	-33,790	Closed	-$785K	–	5521
2025 Q1	$785K	Buy	33,790 +16,896	+100%	+$393K	﹤0.01%	4264
2024 Q4	$392K	Buy	+16,894	New	+$392K	﹤0.01%	4483
2021 Q1	–	Sell	-65,000	Closed	-$1.62M	–	5309
2020 Q4	$1.62M	Hold	65,000	–	–	﹤0.01%	4100
2020 Q3	$1.57M	Sell	65,000 -75,000	-54%	-$1.81M	﹤0.01%	3966
2020 Q2	$3.28M	Sell	140,000 -60,000	-30%	-$1.38M	﹤0.01%	3679
2020 Q1	$4.4M	Hold	200,000	–	–	﹤0.01%	3410
2019 Q4	$5.09M	Hold	200,000	–	–	﹤0.01%	3493
2019 Q3	$5.06M	Sell	200,000 -100,000	-33%	-$2.52M	﹤0.01%	3477
2019 Q2	$7.6M	Buy	+300,000	New	+$7.5M	﹤0.01%	3374

Other funds holding IBHE

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return