HighTower Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,698
| Closed | -$481K | – | 3793 |
|
|
2025
Q3 | $481K | Sell |
20,698
-2,597
| -11% | -$60.2K | ﹤0.01% | 2659 |
|
|
2025
Q2 | $542K | Sell |
23,295
-336,080
| -94% | -$7.79M | ﹤0.01% | 2456 |
|
|
2025
Q1 | $8.35M | Buy |
359,375
+5,423
| +2% | +$126K | 0.01% | 842 |
|
|
2024
Q4 | $8.21M | Buy |
353,952
+17,784
| +5% | +$413K | 0.01% | 830 |
|
|
2024
Q3 | $7.83M | Buy |
336,168
+5,971
| +2% | +$139K | 0.01% | 844 |
|
|
2024
Q2 | $7.68M | Buy |
330,197
+24,984
| +8% | +$581K | 0.01% | 821 |
|
|
2024
Q1 | $7.13M | Buy |
305,213
+11,707
| +4% | +$272K | 0.01% | 823 |
|
|
2023
Q4 | $6.77M | Buy |
293,506
+36,051
| +14% | +$826K | 0.01% | 844 |
|
|
2023
Q3 | $5.89M | Buy |
257,455
+4,924
| +2% | +$113K | 0.01% | 855 |
|
|
2023
Q2 | $5.79M | Buy |
252,531
+11,712
| +5% | +$267K | 0.01% | 840 |
|
|
2023
Q1 | $5.51M | Buy |
240,819
+1,896
| +0.8% | +$43.2K | 0.01% | 812 |
|
|
2022
Q4 | $5.37M | Buy |
238,923
+1,410
| +0.6% | +$31.8K | 0.01% | 817 |
|
|
2022
Q3 | $5.26M | Buy |
237,513
+1,873
| +0.8% | +$42.7K | 0.01% | 784 |
|
|
2022
Q2 | $5.29M | Buy |
235,640
+4,358
| +2% | +$102K | 0.01% | 793 |
|
|
2022
Q1 | $5.58M | Sell |
231,282
-474
| -0.2% | -$11.5K | 0.01% | 834 |
|
|
2021
Q4 | $5.75M | Buy |
231,756
+2,170
| +0.9% | +$53.9K | 0.01% | 827 |
|
|
2021
Q3 | $5.75M | Buy |
229,586
+10,907
| +5% | +$273K | 0.02% | 760 |
|
|
2021
Q2 | $5.51M | Buy |
218,679
+7,734
| +4% | +$194K | 0.02% | 761 |
|
|
2021
Q1 | $5.3M | Buy |
210,945
+5,070
| +2% | +$126K | 0.02% | 713 |
|
|
2020
Q4 | $5.14M | Buy |
205,875
+11,133
| +6% | +$273K | 0.02% | 584 |
|
|
2020
Q3 | $4.7M | Buy |
+194,742
| New | +$4.69M | 0.02% | 576 |
|
Other funds holding IBHE
HighTower Advisors's IBHE Position: Q4 2025 in Review
HighTower Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 20,698 shares — an estimated $481K sold.
HighTower Advisors first reported a position in IBHE in Q3 2020 and held it in 21 quarters. The position peaked at $8.35M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.
- HighTower Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
- HighTower Advisors sold 20,698 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $481K.
- HighTower Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2020 and held it in 21 quarters.
- HighTower Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $8.35M in Q1 2025.
- 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.
Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.