LPL Financial’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,291,304
| Closed | -$30M | – | 5960 |
|
|
2025
Q3 | $30M | Sell |
1,291,304
-68,770
| -5% | -$1.59M | 0.01% | 1117 |
|
|
2025
Q2 | $31.6M | Buy |
1,360,074
+16,501
| +1% | +$383K | 0.01% | 993 |
|
|
2025
Q1 | $31.2M | Buy |
1,343,573
+358,618
| +36% | +$8.33M | 0.01% | 902 |
|
|
2024
Q4 | $22.9M | Buy |
984,955
+180,767
| +22% | +$4.19M | 0.01% | 1012 |
|
|
2024
Q3 | $18.7M | Buy |
804,188
+420,793
| +110% | +$9.76M | 0.01% | 1076 |
|
|
2024
Q2 | $8.92M | Buy |
383,395
+181,689
| +90% | +$4.23M | ﹤0.01% | 1447 |
|
|
2024
Q1 | $4.72M | Sell |
201,706
-3,558
| -2% | -$82.7K | ﹤0.01% | 1836 |
|
|
2023
Q4 | $4.74M | Buy |
205,264
+28,026
| +16% | +$642K | ﹤0.01% | 1718 |
|
|
2023
Q3 | $4.06M | Buy |
177,238
+2,328
| +1% | +$53.4K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $4.02M | Buy |
174,910
+8,478
| +5% | +$193K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $3.81M | Buy |
166,432
+14,484
| +10% | +$330K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $3.42M | Buy |
151,948
+43,631
| +40% | +$983K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $2.4M | Buy |
108,317
+1,455
| +1% | +$33.2K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $2.4M | Buy |
106,862
+1,953
| +2% | +$45.5K | ﹤0.01% | 1894 |
|
|
2022
Q1 | $2.53M | Buy |
104,909
+2,823
| +3% | +$68.6K | ﹤0.01% | 1868 |
|
|
2021
Q4 | $2.53M | Buy |
102,086
+5,976
| +6% | +$148K | ﹤0.01% | 1918 |
|
|
2021
Q3 | $2.4M | Buy |
96,110
+40,121
| +72% | +$1M | ﹤0.01% | 1909 |
|
|
2021
Q2 | $1.41M | Buy |
55,989
+42,923
| +329% | +$1.08M | ﹤0.01% | 2270 |
|
|
2021
Q1 | $328K | Buy |
+13,066
| New | +$326K | ﹤0.01% | 3402 |
|
Other funds holding IBHE
LPL Financial's IBHE Position: Q4 2025 in Review
LPL Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 1,291,304 shares — an estimated $30M sold.
LPL Financial first reported a position in IBHE in Q1 2021 and held it in 19 quarters. The position peaked at $31.6M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.
- LPL Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
- LPL Financial sold 1,291,304 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $30M.
- LPL Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2021 and held it in 19 quarters.
- LPL Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $31.6M in Q2 2025.
- 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.
Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.