Fidelity Investments’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Fidelity Investments’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	-111	Closed	-$2.58K	–	5491
2024 Q4	$2.58K	Sell	111 -110	-50%	-$2.55K	﹤0.01%	4778
2024 Q3	$5.14K	Sell	221 -1,379	-86%	-$32K	﹤0.01%	4624
2024 Q2	$37.2K	Buy	1,600 +1,447	+946%	+$33.7K	﹤0.01%	3777
2024 Q1	$3.58K	Sell	153 -332	-68%	-$7.72K	﹤0.01%	4596
2023 Q4	$11.2K	Buy	+485	New	+$11.1K	﹤0.01%	4206
2021 Q3	–	Sell	-1	Closed	–	–	4667
2021 Q2	$0	Buy	+1	New	+$25	﹤0.01%	4549

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Fidelity Investments's IBHE Position: Q1 2025 in Review

Fidelity Investments sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2025, closing a stake of 111 shares — an estimated $2.58K sold.

Fidelity Investments first reported a position in IBHE in Q2 2021 and held it in 6 quarters. The position peaked at $37.2K in Q2 2024. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

Fidelity Investments reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 111 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $2.58K.
Fidelity Investments first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2021 and held it in 6 quarters.
Fidelity Investments's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $37.2K in Q2 2024.
148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.