LRI Investments’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

LRI Investments’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	-13,209	Closed	-$307K	–	1376
2025 Q3	$307K	Hold	13,209	–	–	0.03%	237
2025 Q2	$307K	Buy	13,209 +7,692	+139%	+$178K	0.03%	226
2025 Q1	$128K	Buy	+5,517	New	+$128K	0.01%	358

Other funds holding IBHE

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

LRI Investments's IBHE Position: Q4 2025 in Review

LRI Investments sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 13,209 shares — an estimated $307K sold.

LRI Investments first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $307K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

LRI Investments reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
LRI Investments sold 13,209 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $307K.
LRI Investments first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
LRI Investments's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $307K 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 LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.