Envestnet Asset Management
IBHE

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

Envestnet Asset 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
-93,662
Closed -$2.17M – 4554
2025
Q3 		$2.17M Buy
93,662
+7,891
+9% +$183K ﹤0.01% 2823
2025
Q2 		$1.99M Buy
85,771
+1,103
+1% +$25.6K ﹤0.01% 2822
2025
Q1 		$1.97M Buy
+84,668
New +$1.97M ﹤0.01% 2744

Other funds holding IBHE

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

Envestnet Asset Management's IBHE Position: Q4 2025 in Review

Envestnet Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 93,662 shares — an estimated $2.17M sold.

Envestnet Asset Management first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $2.17M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Envestnet Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 93,662 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $2.17M.
  • Envestnet Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
  • Envestnet Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $2.17M 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 Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.