MA
IBHE

MCF Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

MCF Advisors’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
-34,140
Closed -$793K – 1159
2025
Q3 		$793K Buy
34,140
+4,374
+15% +$101K 0.05% 120
2025
Q2 		$692K Buy
29,766
+8,688
+41% +$201K 0.05% 119
2025
Q1 		$490K Buy
21,078
+45
+0.2% +$1.04K 0.04% 151
2024
Q4 		$488K Buy
+21,033
New +$488K 0.03% 149

Other funds holding IBHE

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

MCF Advisors's IBHE Position: Q4 2025 in Review

MCF Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 34,140 shares — an estimated $793K sold.

MCF Advisors first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $793K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • MCF Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • MCF Advisors sold 34,140 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $793K.
  • MCF Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • MCF Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $793K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on MCF Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.