International Assets Investment Management’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
-57,557
Closed -$1.33M 2233
2025
Q3
$1.33M Hold
57,557
0.11% 184
2025
Q2
$1.34M Sell
57,557
-400
-0.7% -$9.28K 0.11% 181
2025
Q1
$1.35M Buy
57,957
+5,750
+11% +$134K 0.12% 173
2024
Q4
$1.21M Buy
+52,207
New +$1.21M 0.1% 186
2024
Q3
Sell
-2,200
Closed -$51.2K 2151
2024
Q2
$51.2K Buy
+2,200
New +$51.2K ﹤0.01% 1169

Other funds holding IBHE

International Assets Investment Management's IBHE Position: Q4 2025 in Review

International Assets Investment Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 57,557 shares — an estimated $1.33M sold.

International Assets Investment Management first reported a position in IBHE in Q2 2024 and held it in 5 quarters. The position peaked at $1.35M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • International Assets Investment Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • International Assets Investment Management sold 57,557 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.33M.
  • International Assets Investment Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 5 quarters.
  • International Assets Investment Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.35M 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 International Assets Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.