Janney Montgomery Scott
IBHE

Janney Montgomery Scott’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Janney Montgomery Scott’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
-12,059
Closed -$280K – 2953
2025
Q3 		$280K Hold
12,059
– – ﹤0.01% 2535
2025
Q2 		$280K Hold
12,059
– – ﹤0.01% 2376
2025
Q1 		$280K Buy
12,059
+223
+2% +$5.18K ﹤0.01% 2347
2024
Q4 		$275K Buy
+11,836
New +$275K ﹤0.01% 2359
2024
Q3 		– Sell
-11,400
Closed -$265K – 2749
2024
Q2 		$265K Hold
11,400
– – ﹤0.01% 2281
2024
Q1 		$267K Buy
+11,400
New +$265K ﹤0.01% 2407

Other funds holding IBHE

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

Janney Montgomery Scott's IBHE Position: Q4 2025 in Review

Janney Montgomery Scott sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 12,059 shares — an estimated $280K sold.

Janney Montgomery Scott first reported a position in IBHE in Q1 2024 and held it in 6 quarters. The position peaked at $280K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Janney Montgomery Scott reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,059 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $280K.
  • Janney Montgomery Scott first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
  • Janney Montgomery Scott's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $280K 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 Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.