DAS
IBHE

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

Diversify Advisory 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
Q3 		– Sell
-10,023
Closed -$232K – 895
2025
Q2 		$232K Sell
10,023
-6,224
-38% -$144K 0.01% 748
2025
Q1 		$378K Sell
16,247
-9,442
-37% -$219K 0.02% 420
2024
Q4 		$596K Sell
25,689
-57
-0.2% -$1.32K 0.03% 330
2024
Q3 		$599K Sell
25,746
-50
-0.2% -$1.16K 0.03% 347
2024
Q2 		$599K Buy
+25,796
New +$600K 0.03% 347

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Diversify Advisory Services's IBHE Position: Q3 2025 in Review

Diversify Advisory Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 10,023 shares — an estimated $232K sold.

Diversify Advisory Services first reported a position in IBHE in Q2 2024 and held it in 5 quarters. The position peaked at $599K in Q2 2024. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Diversify Advisory Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 10,023 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $232K.
  • Diversify Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 5 quarters.
  • Diversify Advisory Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $599K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.