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

Lido 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	-140,020	Closed	-$3.25M	–	1933
2025 Q3	$3.25M	Buy	140,020 +553	+0.4%	+$12.8K	0.01%	553
2025 Q2	$3.24M	Sell	139,467 -8,297	-6%	-$192K	0.01%	473
2025 Q1	$3.43M	Sell	147,764 -30,414	-17%	-$707K	0.02%	416
2024 Q4	$4.13M	Buy	178,178 +37,288	+26%	+$865K	0.02%	367
2024 Q3	$3.28M	Buy	140,890 +6,923	+5%	+$161K	0.02%	374
2024 Q2	$3.12M	Buy	133,967 +23,190	+21%	+$540K	0.02%	362
2024 Q1	$2.59M	Buy	110,777 +37,808	+52%	+$879K	0.02%	386
2023 Q4	$1.69M	Buy	+72,969	New	+$1.67M	0.01%	459

Other funds holding IBHE

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

Lido Advisors's IBHE Position: Q4 2025 in Review

Lido Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 140,020 shares — an estimated $3.25M sold.

Lido Advisors first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $4.13M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Lido Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Lido Advisors sold 140,020 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $3.25M.
Lido Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Lido Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.13M 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 Lido Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.