Koshinski Asset Management
IBHE

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

Koshinski Asset 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
-16,977
Closed -$394K – 733
2025
Q3 		$394K Hold
16,977
– – 0.03% 486
2025
Q2 		$395K Buy
16,977
+6,229
+58% +$144K 0.03% 457
2025
Q1 		$250K Buy
10,748
+118
+1% +$2.74K 0.02% 538
2024
Q4 		$247M Buy
10,630
+86
+0.8% +$2K 0.02% 540
2024
Q3 		$246K Buy
10,544
+743
+8% +$17.2K 0.02% 535
2024
Q2 		$228K Buy
9,801
+313
+3% +$7.28K 0.02% 537
2024
Q1 		$222K Buy
+9,488
New +$221K 0.02% 519

Other funds holding IBHE

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

Koshinski Asset Management's IBHE Position: Q4 2025 in Review

Koshinski Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 16,977 shares — an estimated $394K sold.

Koshinski Asset Management first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $247M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Koshinski Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 16,977 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $394K.
  • Koshinski Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Koshinski Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $247M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Koshinski Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.