KF
IBHE

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

Krilogy Financial’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
-76,727
Closed -$1.78M – 952
2025
Q3 		$1.78M Buy
76,727
+3,562
+5% +$82.6K 0.07% 211
2025
Q2 		$1.7M Sell
73,165
-2,592
-3% -$60.1K 0.1% 145
2025
Q1 		$1.76M Sell
75,757
-948
-1% -$22K 0.11% 133
2024
Q4 		$1.78M Buy
76,705
+4,448
+6% +$103K 0.12% 128
2024
Q3 		$1.68M Sell
72,257
-64,850
-47% -$1.5M 0.12% 132
2024
Q2 		$3.19M Buy
137,107
+48,611
+55% +$1.13M 0.24% 95
2024
Q1 		$2.07M Sell
88,496
-8,418
-9% -$196K 0.16% 122
2023
Q4 		$2.24M Sell
96,914
-69,495
-42% -$1.59M 0.19% 104
2023
Q3 		$3.82M Sell
166,409
-25,183
-13% -$577K 0.35% 62
2023
Q2 		$4.41M Buy
191,592
+2,803
+1% +$63.9K 0.4% 57
2023
Q1 		$4.33M Buy
+188,789
New +$4.3M 0.36% 59

Other funds holding IBHE

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

Krilogy Financial's IBHE Position: Q4 2025 in Review

Krilogy Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 76,727 shares — an estimated $1.78M sold.

Krilogy Financial first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $4.41M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Krilogy Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Krilogy Financial sold 76,727 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.78M.
  • Krilogy Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Krilogy Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.41M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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