Keeler Thomas Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Keeler Thomas Management’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	-355,904	Closed	-$8.26M	–	101
2025 Q3	$8.26M	Buy	355,904 +6,916	+2%	+$160K	3.37%	7
2025 Q2	$8.12M	Buy	348,988 +57,583	+20%	+$1.34M	3.49%	7
2025 Q1	$6.77M	Buy	+291,405	New	+$6.77M	3.32%	8

Other funds holding IBHE

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

Keeler Thomas Management's IBHE Position: Q4 2025 in Review

Keeler Thomas Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 355,904 shares — an estimated $8.26M sold.

Keeler Thomas Management first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $8.26M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Keeler Thomas Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Keeler Thomas Management sold 355,904 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $8.26M.
Keeler Thomas Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
Keeler Thomas Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $8.26M 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 Keeler Thomas Management's 13F filing for Q4 2025, filed 12 Feb 2026.