BTI
IBHE

Blue Trust Inc’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Blue Trust Inc’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
-2,812
Closed -$65.3K – 2626
2025
Q3 		$65.3K Buy
2,812
+9
+0.3% +$209 ﹤0.01% 1274
2025
Q2 		$65.2K Buy
2,803
+10
+0.4% +$232 ﹤0.01% 1248
2025
Q1 		$64.9K Buy
2,793
+2,008
+256% +$46.6K ﹤0.01% 1208
2024
Q4 		$18.2K Buy
+785
New +$18.2K ﹤0.01% 1625

Other funds holding IBHE

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

Blue Trust Inc's IBHE Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 2,812 shares — an estimated $65.3K sold.

Blue Trust Inc first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $65.3K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 2,812 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $65.3K.
  • Blue Trust Inc first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Blue Trust Inc's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $65.3K 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 Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.