ECM
IBHE

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

Exchange Capital 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
Q1 		– Sell
-11,602
Closed -$269K – 209
2024
Q4 		$269K Sell
11,602
-4,039
-26% -$93.7K 0.04% 197
2024
Q3 		$364K Buy
15,641
+4,118
+36% +$95.6K 0.06% 170
2024
Q2 		$268K Buy
11,523
+753
+7% +$17.5K 0.04% 180
2024
Q1 		$252K Buy
+10,770
New +$250K 0.04% 177

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Exchange Capital Management's IBHE Position: Q1 2025 in Review

Exchange Capital Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2025, closing a stake of 11,602 shares — an estimated $269K sold.

Exchange Capital Management first reported a position in IBHE in Q1 2024 and held it in 4 quarters. The position peaked at $364K in Q3 2024. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

  • Exchange Capital Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Exchange Capital Management sold 11,602 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $269K.
  • Exchange Capital Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 4 quarters.
  • Exchange Capital Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $364K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

Based on Exchange Capital Management's 13F filing for Q1 2025, filed 1 May 2025.