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

Csenge Advisory Group’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	-31,872	Closed	-$740K	–	731
2025 Q3	$740K	Buy	31,872 +20,200	+173%	+$468K	0.04%	354
2025 Q2	$271K	Sell	11,672 -314	-3%	-$7.28K	0.01%	576
2025 Q1	$278K	Buy	11,986 +821	+7%	+$19.1K	0.02%	555
2024 Q4	$259K	Buy	+11,165	New	+$259K	0.01%	592

Other funds holding IBHE

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

Csenge Advisory Group's IBHE Position: Q4 2025 in Review

Csenge Advisory Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 31,872 shares — an estimated $740K sold.

Csenge Advisory Group first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $740K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Csenge Advisory Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Csenge Advisory Group sold 31,872 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $740K.
Csenge Advisory Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
Csenge Advisory Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $740K 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 Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.