MAWAG
IBHE

Mid-American Wealth Advisory Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Mid-American Wealth 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
-632,436
Closed -$14.7M – 56
2025
Q3 		$14.7M Buy
632,436
+34,120
+6% +$791K 6.56% 5
2025
Q2 		$13.9M Sell
598,316
-145,845
-20% -$3.38M 6.62% 3
2025
Q1 		$17.3M Buy
744,161
+29,661
+4% +$689K 9.28% 3
2024
Q4 		$16.6M Buy
714,500
+37,054
+5% +$860K 9.75% 2
2024
Q3 		$15.8M Buy
677,446
+47,414
+8% +$1.1M 9.91% 2
2024
Q2 		$14.7M Buy
630,032
+1,045
+0.2% +$24.3K 9.36% 3
2024
Q1 		$14.7M Buy
628,987
+76,528
+14% +$1.78M 9.92% 3
2023
Q4 		$12.8M Sell
552,459
-65,427
-11% -$1.5M 9.47% 4
2023
Q3 		$14.1M Buy
+617,886
New +$14.2M 11.38% 3

Other funds holding IBHE

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

Mid-American Wealth Advisory Group's IBHE Position: Q4 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 632,436 shares — an estimated $14.7M sold.

Mid-American Wealth Advisory Group first reported a position in IBHE in Q3 2023 and held it in 9 quarters. The position peaked at $17.3M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Mid-American Wealth 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.
  • Mid-American Wealth Advisory Group sold 632,436 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $14.7M.
  • Mid-American Wealth Advisory Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 9 quarters.
  • Mid-American Wealth Advisory Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $17.3M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.