MFT
IBHE

Moisand Fitzgerald Tamayo’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Moisand Fitzgerald Tamayo’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
-200
Closed -$4.64K – 546
2025
Q3 		$4.64K Hold
200
– – ﹤0.01% 432
2025
Q2 		$4.65K Hold
200
– – ﹤0.01% 420
2025
Q1 		$4.65K Hold
200
– – ﹤0.01% 419
2024
Q4 		$4.64K Hold
200
– – ﹤0.01% 428
2024
Q3 		$4.66K Hold
200
– – ﹤0.01% 441
2024
Q2 		$4.66K Hold
200
– – ﹤0.01% 398
2024
Q1 		$4.68K Hold
200
– – ﹤0.01% 394
2023
Q4 		$4.62K Hold
200
– – ﹤0.01% 434
2023
Q3 		$4.59K Hold
200
– – ﹤0.01% 444
2023
Q2 		$4.6K Hold
200
– – ﹤0.01% 428
2023
Q1 		$4.58K Hold
200
– – ﹤0.01% 432
2022
Q4 		$4.5K Hold
200
– – ﹤0.01% 424
2022
Q3 		$4K Hold
200
– – ﹤0.01% 402
2022
Q2 		$4K Buy
+200
New +$4.66K ﹤0.01% 334
2022
Q1 		– Sell
-200
Closed -$5K – 573
2021
Q4 		$5K Hold
200
– – ﹤0.01% 298
2021
Q3 		$5K Buy
+200
New +$5.01K ﹤0.01% 290

Other funds holding IBHE

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

Moisand Fitzgerald Tamayo's IBHE Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 200 shares — an estimated $4.64K sold.

Moisand Fitzgerald Tamayo first reported a position in IBHE in Q3 2021 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Moisand Fitzgerald Tamayo reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 200 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $4.64K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2021 and held it in 16 quarters.
  • Moisand Fitzgerald Tamayo's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $5K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.