MAM
IBHE

Mainsail Asset Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Mainsail Asset Management’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
-11,217
Closed -$260K – 112
2025
Q3 		$260K Buy
11,217
+118
+1% +$2.74K 0.11% 70
2025
Q2 		$258K Buy
11,099
+45
+0.4% +$1.04K 0.16% 49
2025
Q1 		$257K Sell
11,054
-618
-5% -$14.4K 0.18% 48
2024
Q4 		$271K Buy
11,672
+108
+0.9% +$2.51K 0.19% 51
2024
Q3 		$269K Buy
11,564
+175
+2% +$4.06K 0.2% 46
2024
Q2 		$265K Buy
11,389
+172
+2% +$4K 0.21% 45
2024
Q1 		$262K Buy
+11,217
New +$261K 0.21% 44

Other funds holding IBHE

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

Mainsail Asset Management's IBHE Position: Q4 2025 in Review

Mainsail Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,217 shares — an estimated $260K sold.

Mainsail Asset Management first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $271K in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Mainsail Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mainsail Asset Management sold 11,217 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $260K.
  • Mainsail Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Mainsail Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $271K 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 Mainsail Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.