CL
IBHE

COWA LLC’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

COWA LLC’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
-127,151
Closed -$2.95M – 157
2025
Q3 		$2.95M Buy
127,151
+12,299
+11% +$285K 0.98% 29
2025
Q2 		$2.67M Buy
114,852
+8,506
+8% +$197K 1.02% 29
2025
Q1 		$2.47M Sell
106,346
-39,485
-27% -$917K 1.06% 28
2024
Q4 		$3.38M Buy
145,831
+13,392
+10% +$311K 1.56% 19
2024
Q3 		$3.09M Buy
132,439
+54,055
+69% +$1.25M 1.47% 18
2024
Q2 		$1.82M Buy
78,384
+42,925
+121% +$999K 0.97% 30
2024
Q1 		$829K Buy
+35,459
New +$824K 0.49% 46

Other funds holding IBHE

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

COWA LLC's IBHE Position: Q4 2025 in Review

COWA LLC sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 127,151 shares — an estimated $2.95M sold.

COWA LLC first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $3.38M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • COWA LLC reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • COWA LLC sold 127,151 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $2.95M.
  • COWA LLC first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • COWA LLC's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.38M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on COWA LLC's 13F filing for Q4 2025, filed 12 Feb 2026.