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

MONECO 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	-15,773	Closed	-$366K	–	520
2025 Q3	$366K	Hold	15,773	–	–	0.03%	361
2025 Q2	$367K	Hold	15,773	–	–	0.03%	347
2025 Q1	$367K	Buy	+15,773	New	+$366K	0.04%	331

Other funds holding IBHE

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

MONECO Advisors's IBHE Position: Q4 2025 in Review

MONECO Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 15,773 shares — an estimated $366K sold.

MONECO Advisors first reported a position in IBHE in Q1 2025 and held it in 3 quarters. The position peaked at $367K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

MONECO Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
MONECO Advisors sold 15,773 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $366K.
MONECO Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
MONECO Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $367K 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 MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.