Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCM
IBHE
Boreal Capital Management’s
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
Stock Holding History
Boreal Capital Management’s Portfolio
IBHE Stock Details
IBHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Hold
0
–
–
–
107
2025
Q2
–
Hold
0
–
–
–
109
Other funds holding IBHE
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
SIA
SkyView Investment Advisors
Shrewsbury, New Jersey
$743M AUM
17.91%
1-Year Est. Return
OIA
OneDigital Investment Advisors
Overland Park, Kansas
$10.2B AUM
16.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AF
Arrow Financial
Glens Falls, New York
$1.12B AUM
24.16%
1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group
Kansas City, Missouri
$277M AUM
6.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
SWM
Scissortail Wealth Management
Tulsa, Oklahoma
$498M AUM
20.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close