GVAG
IBHE

Great Valley Advisor Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Great Valley Advisor Group’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
-24,158
Closed -$561K – 966
2025
Q3 		$561K Buy
24,158
+1,131
+5% +$26.2K 0.01% 599
2025
Q2 		$536K Sell
23,027
-3,950
-15% -$91.6K 0.01% 584
2025
Q1 		$627K Sell
26,977
-15,368
-36% -$357K 0.01% 542
2024
Q4 		$982K Buy
+42,345
New +$983K 0.02% 447

Other funds holding IBHE

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

Great Valley Advisor Group's IBHE Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 24,158 shares — an estimated $561K sold.

Great Valley Advisor Group first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $982K in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 24,158 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $561K.
  • Great Valley Advisor Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Great Valley Advisor Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $982K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.