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

Madden Advisory 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	-17,243	Closed	-$400K	–	106
2025 Q3	$400K	Buy	17,243 +23	+0.1%	+$533	0.16%	81
2025 Q2	$400K	Buy	17,220 +2,093	+14%	+$48.5K	0.17%	79
2025 Q1	$352K	Buy	15,127 +25	+0.2%	+$581	0.16%	80
2024 Q4	$350K	Buy	15,102 +125	+0.8%	+$2.9K	0.16%	79
2024 Q3	$349K	Buy	14,977 +841	+6%	+$19.5K	0.16%	79
2024 Q2	$329K	Buy	14,136 +482	+4%	+$11.2K	0.17%	77
2024 Q1	$319K	Buy	13,654 +521	+4%	+$12.1K	0.17%	75
2023 Q4	$303K	Buy	+13,133	New	+$301K	0.17%	74

Other funds holding IBHE

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

Madden Advisory Services's IBHE Position: Q4 2025 in Review

Madden Advisory Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 17,243 shares — an estimated $400K sold.

Madden Advisory Services first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $400K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Madden Advisory Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Madden Advisory Services sold 17,243 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $400K.
Madden Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Madden Advisory Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $400K 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 Madden Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.