M3 Advisory Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

M3 Advisory Group’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	-10,543	Closed	-$245K	–	149
2025 Q3	$245K	Buy	10,543 +14	+0.1%	+$325	0.15%	120
2025 Q2	$245K	Buy	10,529 +15	+0.1%	+$348	0.17%	118
2025 Q1	$244K	Sell	10,514 -33,298	-76%	-$774K	0.19%	112
2024 Q4	$1.02M	Sell	43,812 -477	-1%	-$11.1K	0.73%	30
2024 Q3	$1.03M	Buy	44,289 +5,772	+15%	+$134K	0.76%	27
2024 Q2	$896K	Buy	38,517 +3,507	+10%	+$81.6K	0.74%	28
2024 Q1	$819K	Buy	35,010 +24,635	+237%	+$573K	0.74%	29
2023 Q4	$240K	Buy	+10,375	New	+$238K	0.28%	84

Other funds holding IBHE

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

M3 Advisory Group's IBHE Position: Q4 2025 in Review

M3 Advisory Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 10,543 shares — an estimated $245K sold.

M3 Advisory Group first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $1.03M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

M3 Advisory Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
M3 Advisory Group sold 10,543 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $245K.
M3 Advisory Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
M3 Advisory Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.03M in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.