Ironwood Financial’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Ironwood Financial’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 Q3	–	Sell	-64,272	Closed	-$1.49M	–	169
2025 Q2	$1.49M	Hold	64,272	–	–	0.32%	67
2025 Q1	$1.49M	Sell	64,272 -279	-0.4%	-$6.48K	0.32%	67
2024 Q4	$1.5M	Buy	64,551 +7,432	+13%	+$172K	0.31%	62
2024 Q3	$1.33M	Buy	57,119 +10,335	+22%	+$240K	0.28%	65
2024 Q2	$1.09M	Buy	46,784 +2,992	+7%	+$69.6K	0.24%	67
2024 Q1	$1.02M	Buy	43,792 +1,210	+3%	+$28.1K	0.24%	70
2023 Q4	$984K	Buy	42,582 +9,938	+30%	+$228K	0.24%	69
2023 Q3	$749K	Buy	32,644 +1,695	+5%	+$38.9K	0.2%	72
2023 Q2	$712K	Sell	30,949 -3,172	-9%	-$72.3K	0.19%	76
2023 Q1	$782K	Buy	34,121 +5,743	+20%	+$131K	0.22%	70
2022 Q4	$639K	Buy	+28,378	New	+$639K	0.2%	79

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Ironwood Financial's IBHE Position: Q3 2025 in Review

Ironwood Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 64,272 shares — an estimated $1.49M sold.

Ironwood Financial first reported a position in IBHE in Q4 2022 and held it in 11 quarters. The position peaked at $1.5M in Q4 2024. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

Ironwood Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
Ironwood Financial sold 64,272 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $1.49M.
Ironwood Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 11 quarters.
Ironwood Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.5M in Q4 2024.
141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Ironwood Financial's 13F filing for Q3 2025, filed 22 Oct 2025.