LPFG
IBHE

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

Landing Point Financial Group’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
-45,341
Closed -$1.05M – 89
2025
Q3 		$1.05M Sell
45,341
-3,876
-8% -$89.9K 0.55% 27
2025
Q2 		$1.14M Sell
49,217
-1,779
-3% -$41.3K 0.72% 20
2025
Q1 		$1.19M Sell
50,996
-1,510
-3% -$35.1K 0.9% 15
2024
Q4 		$1.22M Buy
+52,506
New +$1.22M 0.93% 14

Other funds holding IBHE

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

Landing Point Financial Group's IBHE Position: Q4 2025 in Review

Landing Point Financial Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 45,341 shares — an estimated $1.05M sold.

Landing Point Financial Group first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $1.22M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Landing Point Financial Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Landing Point Financial Group sold 45,341 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.05M.
  • Landing Point Financial Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Landing Point Financial Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.22M 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 Landing Point Financial Group's 13F filing for Q4 2025, filed 11 Feb 2026.