CAPTRUST Financial Advisors
IBHE

CAPTRUST Financial Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

CAPTRUST Financial Advisors’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
-11,802
Closed -$274K – 2776
2025
Q3 		$274K Buy
11,802
+280
+2% +$6.49K ﹤0.01% 2236
2025
Q2 		$268K Buy
+11,522
New +$267K ﹤0.01% 2129

Other funds holding IBHE

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CAPTRUST Financial Advisors's IBHE Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,802 shares — an estimated $274K sold.

CAPTRUST Financial Advisors first reported a position in IBHE in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,802 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $274K.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $274K 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 CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.