High Falls Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

High Falls Advisors’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	-15,444	Closed	-$359K	–	150
2025 Q3	$359K	Buy	15,444 +1,355	+10%	+$31.4K	0.07%	94
2025 Q2	$328K	Buy	14,089 +2,987	+27%	+$69.3K	0.07%	96
2025 Q1	$258K	Buy	+11,102	New	+$258K	0.06%	102

Other funds holding IBHE

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

High Falls Advisors's IBHE Position: Q4 2025 in Review

High Falls Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 15,444 shares — an estimated $359K sold.

High Falls Advisors first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

High Falls Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
High Falls Advisors sold 15,444 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $359K.
High Falls Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
High Falls Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $359K 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 High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.