Helen Stephens Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Helen Stephens 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	-14,795	Closed	-$344K	–	120
2025 Q3	$344K	Buy	+14,795	New	+$343K	0.08%	81

Other funds holding IBHE

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

Helen Stephens Group's IBHE Position: Q4 2025 in Review

Helen Stephens Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 14,795 shares — an estimated $344K sold.

Helen Stephens Group first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Helen Stephens Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Helen Stephens Group sold 14,795 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $344K.
Helen Stephens Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
Helen Stephens Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $344K 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 Helen Stephens Group's 13F filing for Q4 2025, filed 5 Jan 2026.