LFS
IBHE

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

Littlejohn Financial Services’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
-12,316
Closed -$286K – 62
2025
Q3 		$286K Sell
12,316
-12,474
-50% -$289K 0.21% 57
2025
Q2 		$576K Sell
24,790
-5,838
-19% -$135K 0.45% 44
2025
Q1 		$712K Sell
30,628
-179,375
-85% -$4.17M 0.56% 45
2024
Q4 		$4.87M Buy
+210,003
New +$4.87M 4.36% 5

Other funds holding IBHE

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

Littlejohn Financial Services's IBHE Position: Q4 2025 in Review

Littlejohn Financial Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 12,316 shares — an estimated $286K sold.

Littlejohn Financial Services first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $4.87M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Littlejohn Financial Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Littlejohn Financial Services sold 12,316 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $286K.
  • Littlejohn Financial Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Littlejohn Financial Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $4.87M 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 Littlejohn Financial Services's 13F filing for Q4 2025, filed 5 Feb 2026.