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

Clearstead 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	-148	Closed	-$3.44K	–	2980
2025 Q3	$3.44K	Buy	+148	New	+$3.43K	﹤0.01%	2296

Other funds holding IBHE

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

Clearstead Advisors's IBHE Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 148 shares — an estimated $3.44K sold.

Clearstead Advisors first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $3.44K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Clearstead Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 148 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $3.44K.
Clearstead Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.44K 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 Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.