Cetera Investment Advisers
IBHE

Cetera Investment Advisers’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Cetera Investment Advisers’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
-415,147
Closed -$9.64M – 4778
2025
Q3 		$9.64M Buy
415,147
+208,150
+101% +$4.83M 0.01% 1008
2025
Q2 		$4.81M Sell
206,997
-3,208
-2% -$74.4K 0.01% 1222
2025
Q1 		$4.89M Buy
210,205
+7,093
+3% +$165K 0.01% 1129
2024
Q4 		$4.71M Buy
203,112
+6,971
+4% +$162K 0.01% 1063
2024
Q3 		$4.57M Sell
196,141
-51,753
-21% -$1.2M 0.01% 1049
2024
Q2 		$5.77M Buy
247,894
+1,181
+0.5% +$27.5K 0.01% 931
2024
Q1 		$5.77M Buy
246,713
+235,519
+2,104% +$5.48M 0.01% 913
2023
Q4 		$259K Buy
+11,194
New +$256K ﹤0.01% 1877

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cetera Investment Advisers's IBHE Position: Q4 2025 in Review

Cetera Investment Advisers sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 415,147 shares — an estimated $9.64M sold.

Cetera Investment Advisers first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $9.64M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Cetera Investment Advisers reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 415,147 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $9.64M.
  • Cetera Investment Advisers first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • Cetera Investment Advisers's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $9.64M 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 Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.