HWMT
IBHE

Heritage Wealth Management (Texas)’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Heritage Wealth Management (Texas)’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
-8,631
Closed -$200K – 39
2025
Q3 		$200K Buy
8,631
+28
+0.3% +$649 0.09% 38
2025
Q2 		$200K Buy
+8,603
New +$199K 0.1% 35

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Heritage Wealth Management (Texas)'s IBHE Position: Q4 2025 in Review

Heritage Wealth Management (Texas) sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 8,631 shares — an estimated $200K sold.

Heritage Wealth Management (Texas) first reported a position in IBHE in Q2 2025 and held it in 2 quarters. The position peaked at $200K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Heritage Wealth Management (Texas) reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 8,631 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $200K.
  • Heritage Wealth Management (Texas) first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (Texas)'s iShares iBonds 2025 Term High Yield and Income ETF position peaked at $200K 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 Heritage Wealth Management (Texas)'s 13F filing for Q4 2025, filed 9 Feb 2026.