CAS
IBHE

Coppell Advisory Solutions’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-463
Closed -$10.7K – 1031
2024
Q4 		$10.7K Hold
463
– – ﹤0.01% 1086
2024
Q3 		$10.8K Hold
463
– – ﹤0.01% 1059
2024
Q2 		$10.8K Buy
+463
New +$10.8K ﹤0.01% 982

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Coppell Advisory Solutions's IBHE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2025, closing a stake of 463 shares — an estimated $10.7K sold.

Coppell Advisory Solutions first reported a position in IBHE in Q2 2024 and held it in 3 quarters. The position peaked at $10.8K in Q3 2024. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 463 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $10.7K.
  • Coppell Advisory Solutions first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $10.8K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.