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

Carr Financial Group’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	-67,906	Closed	-$1.58M	–	193
2025 Q3	$1.58M	Sell	67,906 -85,797	-56%	-$1.99M	0.43%	47
2025 Q2	$3.57M	Sell	153,703 -108,998	-41%	-$2.53M	1.05%	23
2025 Q1	$6.11M	Buy	262,701 +21,221	+9%	+$493K	2%	12
2024 Q4	$5.6M	Buy	241,480 +102,207	+73%	+$2.37M	1.74%	13
2024 Q3	$3.25M	Buy	139,273 +102,086	+275%	+$2.37M	0.95%	22
2024 Q2	$866K	Buy	+37,187	New	+$865K	0.28%	72

Other funds holding IBHE

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

Carr Financial Group's IBHE Position: Q4 2025 in Review

Carr Financial Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 67,906 shares — an estimated $1.58M sold.

Carr Financial Group first reported a position in IBHE in Q2 2024 and held it in 6 quarters. The position peaked at $6.11M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Carr Financial Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Carr Financial Group sold 67,906 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.58M.
Carr Financial Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 6 quarters.
Carr Financial Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $6.11M in Q1 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.