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

Harbour 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 Q4	–	Sell	-435	Closed	-$10.1K	–	3935
2025 Q3	$10.1K	Sell	435 -100	-19%	-$2.32K	﹤0.01%	2687
2025 Q2	$12.4K	Hold	535	–	–	﹤0.01%	2460
2025 Q1	$12.4K	Hold	535	–	–	﹤0.01%	2415
2024 Q4	$12.4K	Buy	+535	New	+$12.4K	﹤0.01%	2335

Other funds holding IBHE

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

Harbour Investments's IBHE Position: Q4 2025 in Review

Harbour Investments sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 435 shares — an estimated $10.1K sold.

Harbour Investments first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $12.4K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Harbour Investments reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Harbour Investments sold 435 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $10.1K.
Harbour Investments first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
Harbour Investments's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $12.4K 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 Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.