KFAA
IBHE

Klaas Financial Asset Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Klaas Financial Asset 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
-27,459
Closed -$638K – 58
2025
Q3 		$638K Sell
27,459
-2,623
-9% -$60.8K 0.1% 41
2025
Q2 		$700K Sell
30,082
-2,245
-7% -$52.1K 0.11% 41
2025
Q1 		$751K Buy
32,327
+16,473
+104% +$383K 0.13% 41
2024
Q4 		$368K Buy
15,854
+2,408
+18% +$55.9K 0.06% 42
2024
Q3 		$313K Sell
13,446
-4,274
-24% -$99.2K 0.05% 44
2024
Q2 		$412K Buy
17,720
+2,730
+18% +$63.5K 0.08% 44
2024
Q1 		$350K Sell
14,990
-529
-3% -$12.3K 0.07% 43
2023
Q4 		$358K Sell
15,519
-1,162
-7% -$26.6K 0.07% 43
2023
Q3 		$382K Buy
16,681
+2,562
+18% +$58.7K 0.09% 44
2023
Q2 		$325K Buy
14,119
+2,681
+23% +$61.1K 0.07% 42
2023
Q1 		$262K Buy
+11,438
New +$261K 0.06% 41

Other funds holding IBHE

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

Klaas Financial Asset Advisors's IBHE Position: Q4 2025 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 27,459 shares — an estimated $638K sold.

Klaas Financial Asset Advisors first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $751K in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 27,459 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $638K.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $751K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.