Endowment Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Endowment Wealth Management’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	-65,702	Closed	-$1.53M	–	156
2025 Q3	$1.53M	Sell	65,702 -1,603	-2%	-$37.2K	0.69%	41
2025 Q2	$1.57M	Buy	67,305 +3,432	+5%	+$79.6K	0.81%	39
2025 Q1	$1.48M	Buy	63,873 +30,333	+90%	+$705K	0.96%	32
2024 Q4	$778K	Buy	+33,540	New	+$778K	0.52%	48

Other funds holding IBHE

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

Endowment Wealth Management's IBHE Position: Q4 2025 in Review

Endowment Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 65,702 shares — an estimated $1.53M sold.

Endowment Wealth Management first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $1.57M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Endowment Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Endowment Wealth Management sold 65,702 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.53M.
Endowment Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
Endowment Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.57M in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.