LWANC
IBHE

Laurel Wealth Advisors (North Carolina)’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-1,000
Closed -$23.2K – 399
2025
Q1 		$23.2K Hold
1,000
– – ﹤0.01% 397
2024
Q4 		$23.2K Hold
1,000
– – ﹤0.01% 401
2024
Q3 		$23.3K Hold
1,000
– – ﹤0.01% 396
2024
Q2 		$23.3K Hold
1,000
– – ﹤0.01% 365
2024
Q1 		$23.4K Hold
1,000
– – ﹤0.01% 368
2023
Q4 		$23.1K Hold
1,000
– – ﹤0.01% 350
2023
Q3 		$22.9K Hold
1,000
– – ﹤0.01% 351
2023
Q2 		$23K Hold
1,000
– – ﹤0.01% 355
2023
Q1 		$22.9K Buy
1,000
+600
+150% +$13.7K ﹤0.01% 352
2022
Q4 		$9K Buy
+400
New +$9.01K ﹤0.01% 391

Other funds holding IBHE

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBHE Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 1,000 shares — an estimated $23.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBHE in Q4 2022 and held it in 10 quarters. The position peaked at $23.4K in Q1 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,000 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $23.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 10 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds 2025 Term High Yield and Income ETF position peaked at $23.4K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.