IWC
IBHE

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

Integrated Wealth Concepts’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
-44,765
Closed -$1.04M – 1822
2025
Q3 		$1.04M Buy
44,765
+30
+0.1% +$696 0.01% 960
2025
Q2 		$1.04M Sell
44,735
-28,648
-39% -$664K 0.01% 901
2025
Q1 		$1.71M Sell
73,383
-55,484
-43% -$1.29M 0.02% 618
2024
Q4 		$2.99M Sell
128,867
-2,098
-2% -$48.7K 0.03% 436
2024
Q3 		$3.05M Buy
130,965
+58,725
+81% +$1.36M 0.04% 422
2024
Q2 		$1.68M Buy
72,240
+7,459
+12% +$174K 0.02% 568
2024
Q1 		$1.51M Buy
64,781
+8,351
+15% +$194K 0.02% 602
2023
Q4 		$1.3M Buy
56,430
+16,545
+41% +$379K 0.02% 622
2023
Q3 		$915K Buy
39,885
+1,740
+5% +$39.9K 0.02% 731
2023
Q2 		$877K Buy
38,145
+10,239
+37% +$233K 0.02% 733
2023
Q1 		$639K Buy
+27,906
New +$636K 0.01% 774

Other funds holding IBHE

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

Integrated Wealth Concepts's IBHE Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 44,765 shares — an estimated $1.04M sold.

Integrated Wealth Concepts first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $3.05M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 44,765 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.04M.
  • Integrated Wealth Concepts first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Integrated Wealth Concepts's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.05M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.