JBA
IBHE

Johnson Bixby & Associates’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Johnson Bixby & Associates’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
-20,588
Closed -$478K – 126
2025
Q3 		$478K Buy
20,588
+238
+1% +$5.52K 0.06% 72
2025
Q2 		$473K Buy
20,350
+732
+4% +$17K 0.07% 73
2025
Q1 		$456K Buy
+19,618
New +$456K 0.07% 72

Other funds holding IBHE

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

Johnson Bixby & Associates's IBHE Position: Q4 2025 in Review

Johnson Bixby & Associates sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 20,588 shares — an estimated $478K sold.

Johnson Bixby & Associates first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $478K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Johnson Bixby & Associates reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 20,588 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $478K.
  • Johnson Bixby & Associates first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
  • Johnson Bixby & Associates's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $478K 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 Johnson Bixby & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.