LIA
IBHE

LBMC Investment Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

LBMC Investment 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
-296,042
Closed -$6.87M – 230
2025
Q3 		$6.87M Buy
296,042
+43,503
+17% +$1.01M 0.44% 36
2025
Q2 		$5.87M Buy
252,539
+4,841
+2% +$112K 0.42% 35
2025
Q1 		$5.76M Buy
247,698
+29,558
+14% +$687K 0.45% 36
2024
Q4 		$5.06M Buy
218,140
+41,115
+23% +$954K 0.4% 38
2024
Q3 		$4.12M Buy
177,025
+33,115
+23% +$768K 0.33% 41
2024
Q2 		$3.35M Buy
143,910
+32,301
+29% +$752K 0.29% 41
2024
Q1 		$2.61M Buy
111,609
+97,291
+680% +$2.26M 0.23% 41
2023
Q4 		$331K Buy
14,318
+55
+0.4% +$1.26K 0.03% 116
2023
Q3 		$323K Buy
14,263
+2,213
+18% +$50.7K 0.03% 116
2023
Q2 		$277K Hold
12,050
– – 0.03% 128
2023
Q1 		$276K Buy
+12,050
New +$275K 0.03% 131

Other funds holding IBHE

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

LBMC Investment Advisors's IBHE Position: Q4 2025 in Review

LBMC Investment Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 296,042 shares — an estimated $6.87M sold.

LBMC Investment Advisors first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $6.87M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • LBMC Investment Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 296,042 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $6.87M.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • LBMC Investment Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $6.87M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on LBMC Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.