JWCA
IBHE

J.W. Cole Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

J.W. Cole Advisors’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
-17,750
Closed -$412K – 1530
2025
Q3 		$412K Hold
17,750
– – 0.01% 1074
2025
Q2 		$413K Buy
+17,750
New +$412K 0.01% 993
2025
Q1 		– Sell
-147,820
Closed -$3.43M – 1306
2024
Q4 		$3.43M Sell
147,820
-25,152
-15% -$584K 0.14% 149
2024
Q3 		$4.03M Buy
172,972
+46,414
+37% +$1.08M 0.17% 133
2024
Q2 		$2.95M Buy
126,558
+22,649
+22% +$527K 0.14% 151
2024
Q1 		$2.43M Buy
+103,909
New +$2.42M 0.12% 179

Other funds holding IBHE

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

J.W. Cole Advisors's IBHE Position: Q4 2025 in Review

J.W. Cole Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 17,750 shares — an estimated $412K sold.

J.W. Cole Advisors first reported a position in IBHE in Q1 2024 and held it in 6 quarters. The position peaked at $4.03M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • J.W. Cole Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 17,750 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $412K.
  • J.W. Cole Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
  • J.W. Cole Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.03M 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 J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.