CBT
IBHE

Central Bank & Trust’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Central Bank & Trust’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
Q3 		– Sell
-400
Closed -$9.31K – 264
2024
Q2 		$9.31K Buy
+400
New +$9.31K ﹤0.01% 317

Other funds holding IBHE

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Central Bank & Trust's IBHE Position: Q3 2024 in Review

Central Bank & Trust sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2024, closing a stake of 400 shares — an estimated $9.31K sold.

Central Bank & Trust first reported a position in IBHE in Q2 2024 and held it in 1 quarter. The position peaked at $9.31K in Q2 2024. 111 funds tracked by Wall St. Rank hold IBHE as of Q3 2024.

  • Central Bank & Trust reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Central Bank & Trust sold 400 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2024, an estimated $9.31K.
  • Central Bank & Trust first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 1 quarter.
  • Central Bank & Trust's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $9.31K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2024.

Based on Central Bank & Trust's 13F filing for Q3 2024, filed 30 Oct 2024.