FIA
IBHE

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

Foundations Investment 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
-31,388
Closed -$729K – 1144
2025
Q3 		$729K Buy
+31,388
New +$728K 0.01% 550

Other funds holding IBHE

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

Foundations Investment Advisors's IBHE Position: Q4 2025 in Review

Foundations Investment Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 31,388 shares — an estimated $729K sold.

Foundations Investment Advisors first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $729K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Foundations Investment Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 31,388 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $729K.
  • Foundations Investment Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $729K 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 Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.