FWM
IBHE

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

Fairhaven 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
2024
Q4 		$250K Sell
10,776
-765
-7% -$17.8K 0.08% 95
2024
Q3 		$269K Hold
11,541
– – 0.08% 94
2024
Q2 		$269K Buy
11,541
+1,115
+11% +$25.9K 0.09% 94
2024
Q1 		$244K Buy
10,426
+650
+7% +$15.1K 0.08% 102
2023
Q4 		$226K Hold
9,776
– – 0.08% 98
2023
Q3 		$224K Hold
9,776
– – 0.09% 95
2023
Q2 		$225K Buy
+9,776
New +$223K 0.09% 98

Other funds holding IBHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Fairhaven Wealth Management's IBHE Position: Q4 2024 in Review

Fairhaven Wealth Management reduced its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 6.6% in Q4 2024, selling an estimated $17.8K and leaving 10,776 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #95.

Fairhaven Wealth Management first reported a position in IBHE in Q2 2023 and has held it in 7 quarters since. The position peaked at $269K in Q3 2024. 140 funds tracked by Wall St. Rank hold IBHE as of Q4 2024.

  • Fairhaven Wealth Management held 10,776 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $250K as of Q4 2024.
  • Fairhaven Wealth Management sold 765 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2024, an estimated $17.8K.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Fairhaven Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2023 and has held it in 7 quarters since.
  • Fairhaven Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $269K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.