CFS
IBHE

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

Commonwealth Financial Services’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
-108,679
Closed -$2.52M – 243
2025
Q3 		$2.52M Sell
108,679
-14,119
-11% -$327K 0.43% 46
2025
Q2 		$2.86M Sell
122,798
-29,686
-19% -$688K 0.55% 42
2025
Q1 		$3.54M Sell
152,484
-352,624
-70% -$8.19M 0.73% 38
2024
Q4 		$11.7M Sell
505,108
-3,170
-0.6% -$73.6K 2.3% 10
2024
Q3 		$11.8M Sell
508,278
-13,487
-3% -$313K 2.33% 9
2024
Q2 		$12.1M Buy
521,765
+6,571
+1% +$153K 2.48% 10
2024
Q1 		$11.9M Sell
515,194
-768
-0.1% -$17.9K 2.8% 10
2023
Q4 		$11.9M Buy
515,962
+42,079
+9% +$964K 2.81% 10
2023
Q3 		$10.9M Buy
+473,883
New +$10.9M 3.23% 6

Other funds holding IBHE

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

Commonwealth Financial Services's IBHE Position: Q4 2025 in Review

Commonwealth Financial Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 108,679 shares — an estimated $2.52M sold.

Commonwealth Financial Services first reported a position in IBHE in Q3 2023 and held it in 9 quarters. The position peaked at $12.1M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Commonwealth Financial Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 108,679 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $2.52M.
  • Commonwealth Financial Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 9 quarters.
  • Commonwealth Financial Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $12.1M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Commonwealth Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.