Focus Partners Wealth
IBHE

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

Focus Partners Wealth’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
-12,885
Closed -$299K – 2746
2025
Q3 		$299K Hold
12,885
– – ﹤0.01% 1844
2025
Q2 		$300K Hold
12,885
– – ﹤0.01% 1679
2025
Q1 		$299K Buy
+12,885
New +$299K ﹤0.01% 1572

Other funds holding IBHE

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

Focus Partners Wealth's IBHE Position: Q4 2025 in Review

Focus Partners Wealth sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 12,885 shares — an estimated $299K sold.

Focus Partners Wealth first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $300K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Focus Partners Wealth reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 12,885 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $299K.
  • Focus Partners Wealth first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
  • Focus Partners Wealth's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $300K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.