CI
IBHE

CX Institutional’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

CX Institutional’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
-998
Closed -$23K – 1556
2025
Q3 		$23K Buy
+998
New +$23.1K ﹤0.01% 1072

Other funds holding IBHE

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

CX Institutional's IBHE Position: Q4 2025 in Review

CX Institutional sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 998 shares — an estimated $23K sold.

CX Institutional first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $23K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • CX Institutional reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 998 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $23K.
  • CX Institutional first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • CX Institutional's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $23K 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 CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.