BWM
IBHE

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

Bullock Wealth 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
-7,602
Closed -$176K – 616
2025
Q3 		$176K Sell
7,602
-457
-6% -$10.6K 0.09% 170
2025
Q2 		$187K Buy
8,059
+1,098
+16% +$25.5K 0.1% 155
2025
Q1 		$161K Buy
6,961
+4,495
+182% +$104K 0.09% 162
2024
Q4 		$57.2K Buy
2,466
+2,075
+531% +$48.2K 0.03% 238
2024
Q3 		$9.12K Buy
391
+2
+0.5% +$46 0.01% 379
2024
Q2 		$9.01K Buy
389
+7
+2% +$163 0.01% 363
2024
Q1 		$8.93K Buy
+382
New +$8.88K 0.01% 370

Other funds holding IBHE

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

Bullock Wealth Management's IBHE Position: Q4 2025 in Review

Bullock Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 7,602 shares — an estimated $176K sold.

Bullock Wealth Management first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $187K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Bullock Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 7,602 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $176K.
  • Bullock Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Bullock Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $187K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.