IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-44,461
| Closed | -$1.03M | – | 5080 |
|
|
2025
Q4 | $1.03M | Sell |
44,461
-2,358
| -5% | -$54.6K | 0.02% | 650 |
|
|
2025
Q3 | $1.09M | Sell |
46,819
-6,771
| -13% | -$157K | 0.03% | 572 |
|
|
2025
Q2 | $1.25M | Sell |
53,590
-16,195
| -23% | -$376K | 0.04% | 510 |
|
|
2025
Q1 | $1.62M | Sell |
69,785
-2,658
| -4% | -$61.8K | 0.05% | 406 |
|
|
2024
Q4 | $1.68M | Sell |
72,443
-1,536
| -2% | -$35.6K | 0.06% | 374 |
|
|
2024
Q3 | $1.72M | Buy |
73,979
+3,129
| +4% | +$72.6K | 0.06% | 332 |
|
|
2024
Q2 | $1.65M | Buy |
70,850
+8,194
| +13% | +$191K | 0.07% | 311 |
|
|
2024
Q1 | $1.46M | Buy |
62,656
+3,993
| +7% | +$92.8K | 0.06% | 320 |
|
|
2023
Q4 | $1.36M | Buy |
58,663
+1,304
| +2% | +$29.9K | 0.06% | 324 |
|
|
2023
Q3 | $1.32M | Buy |
57,359
+9,147
| +19% | +$210K | 0.06% | 329 |
|
|
2023
Q2 | $1.11M | Buy |
48,212
+9,602
| +25% | +$219K | 0.05% | 401 |
|
|
2023
Q1 | $963K | Buy |
38,610
+2,954
| +8% | +$67.3K | 0.04% | 401 |
|
|
2022
Q4 | $889K | Buy |
35,656
+13,729
| +63% | +$309K | 0.02% | 663 |
|
|
2022
Q3 | $545K | Buy |
21,927
+17,927
| +448% | +$409K | 0.01% | 888 |
|
|
2022
Q2 | $100K | Hold |
4,000
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q1 | $100K | Buy |
+4,000
| New | +$97.2K | ﹤0.01% | 1687 |
|
IFP Advisors's IBHE Position: Q1 2026 in Review
IFP Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2026, closing a stake of 44,461 shares — an estimated $1.03M sold.
IFP Advisors first reported a position in IBHE in Q1 2022 and held it in 16 quarters. The position peaked at $1.72M in Q3 2024. 0 funds tracked by Wall St. Rank hold IBHE as of Q1 2026.
- IFP Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 44,461 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.03M.
- IFP Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2022 and held it in 16 quarters.
- IFP Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.72M in Q3 2024.
- 0 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.