BI
IBHE

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

Bramshill Investments’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
2024
Q4 		– Sell
-8,676
Closed -$202K – 142
2024
Q3 		$202K Buy
8,676
+1,737
+25% +$40.3K 0.02% 133
2024
Q2 		$162K Buy
+6,939
New +$161K 0.02% 124
2024
Q1 		– Sell
-700
Closed -$16.2K – 162
2023
Q4 		$16.2K Buy
+700
New +$16K ﹤0.01% 176

Other funds holding IBHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Bramshill Investments's IBHE Position: Q4 2024 in Review

Bramshill Investments sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2024, closing a stake of 8,676 shares — an estimated $202K sold.

Bramshill Investments first reported a position in IBHE in Q4 2023 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 140 funds tracked by Wall St. Rank hold IBHE as of Q4 2024.

  • Bramshill Investments reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bramshill Investments sold 8,676 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2024, an estimated $202K.
  • Bramshill Investments first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 3 quarters.
  • Bramshill Investments's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $202K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2024.

Based on Bramshill Investments's 13F filing for Q4 2024, filed 14 Feb 2025.