FFA
IBHE

Farther Finance Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Farther Finance Advisors’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
-3,045
Closed -$70.7K – 5519
2025
Q3 		$70.7K Buy
3,045
+1,520
+100% +$35.3K ﹤0.01% 2252
2025
Q2 		$35.5K Hold
1,525
– – ﹤0.01% 2321
2025
Q1 		$35.3K Hold
1,525
– – ﹤0.01% 2081
2024
Q4 		$35.4K Hold
1,525
– – ﹤0.01% 1823
2024
Q3 		$35.5K Hold
1,525
– – ﹤0.01% 1820
2024
Q2 		$35.3K Hold
1,525
– – ﹤0.01% 1554
2024
Q1 		$35.4K Hold
1,525
– – ﹤0.01% 1304
2023
Q4 		$35.2K Sell
1,525
-919
-38% -$21K ﹤0.01% 1153
2023
Q3 		$56K Hold
2,444
– – 0.01% 736
2023
Q2 		$56.2K Buy
2,444
+1,035
+73% +$23.6K 0.01% 634
2023
Q1 		$32.3K Buy
1,409
+490
+53% +$11.2K 0.01% 746
2022
Q4 		$20.7K Buy
+919
New +$20.7K 0.01% 728

Other funds holding IBHE

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

Farther Finance Advisors's IBHE Position: Q4 2025 in Review

Farther Finance Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 3,045 shares — an estimated $70.7K sold.

Farther Finance Advisors first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $70.7K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Farther Finance Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 3,045 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $70.7K.
  • Farther Finance Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Farther Finance Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $70.7K 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 Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.