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

GeoWealth 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
2025 Q3	–	Sell	-8,526	Closed	-$198K	–	973
2025 Q2	$198K	Buy	+8,526	New	+$198K	0.01%	662
2025 Q1	–	Sell	-7,523	Closed	-$175K	–	1411
2024 Q4	$175K	Buy	7,523 +2,577	+52%	+$59.8K	0.01%	813
2024 Q3	$115K	Buy	+4,946	New	+$115K	﹤0.01%	867

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

GeoWealth Management's IBHE Position: Q3 2025 in Review

GeoWealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 8,526 shares — an estimated $198K sold.

GeoWealth Management first reported a position in IBHE in Q3 2024 and held it in 3 quarters. The position peaked at $198K in Q2 2025. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

GeoWealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 8,526 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $198K.
GeoWealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 3 quarters.
GeoWealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $198K in Q2 2025.
141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.