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

IHT Wealth Management’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	-8,833	Closed	-$205K	–	1218
2025 Q3	$205K	Buy	8,833 +44	+0.5%	+$1.02K	0.01%	1119
2025 Q2	$204K	Buy	8,789 +49	+0.6%	+$1.14K	0.01%	1087
2025 Q1	$203K	Buy	8,740 +35	+0.4%	+$813	0.01%	1034
2024 Q4	$202K	Buy	+8,705	New	+$202K	0.01%	1020

Other funds holding IBHE

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

IHT Wealth Management's IBHE Position: Q4 2025 in Review

IHT Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 8,833 shares — an estimated $205K sold.

IHT Wealth Management first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $205K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

IHT Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
IHT Wealth Management sold 8,833 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $205K.
IHT Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
IHT Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $205K 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 IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.