High Note Wealth’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

High Note Wealth’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	-30,486	Closed	-$708K	–	943
2025 Q3	$708K	Buy	30,486 +5,104	+20%	+$118K	0.14%	73
2025 Q2	$590K	Buy	+25,382	New	+$589K	0.14%	73

Other funds holding IBHE

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

High Note Wealth's IBHE Position: Q4 2025 in Review

High Note Wealth sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 30,486 shares — an estimated $708K sold.

High Note Wealth first reported a position in IBHE in Q2 2025 and held it in 2 quarters. The position peaked at $708K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

High Note Wealth reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
High Note Wealth sold 30,486 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $708K.
High Note Wealth first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
High Note Wealth's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $708K 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 Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.