KW
IBHE

Keyvantage Wealth’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Keyvantage Wealth’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
-10,026
Closed -$233K – 103
2025
Q3 		$233K Buy
10,026
+116
+1% +$2.69K 0.1% 85
2025
Q2 		$230K Buy
9,910
+129
+1% +$2.99K 0.1% 86
2025
Q1 		$227K Buy
9,781
+90
+0.9% +$2.09K 0.11% 86
2024
Q4 		$225K Buy
+9,691
New +$225K 0.16% 89

Other funds holding IBHE

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

Keyvantage Wealth's IBHE Position: Q4 2025 in Review

Keyvantage Wealth sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 10,026 shares — an estimated $233K sold.

Keyvantage Wealth first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Keyvantage Wealth reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Keyvantage Wealth sold 10,026 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $233K.
  • Keyvantage Wealth first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Keyvantage Wealth's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $233K 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 Keyvantage Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.