MTM Financial Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

MTM Financial 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 Q2	–	Sell	-12,375	Closed	-$288K	–	82
2025 Q1	$288K	Buy	12,375 +114	+0.9%	+$2.65K	0.17%	63
2024 Q4	$284K	Buy	12,261 +253	+2%	+$5.87K	0.17%	62
2024 Q3	$280K	Sell	12,008 -5,228	-30%	-$121K	0.17%	63
2024 Q2	$401K	Buy	17,236 +210	+1%	+$4.89K	0.26%	48
2024 Q1	$398K	Buy	17,026 +7,216	+74%	+$168K	0.26%	45
2023 Q4	$227K	Buy	9,810 +237	+2%	+$5.43K	0.17%	50
2023 Q3	$220K	Buy	9,573 +173	+2%	+$3.96K	0.18%	49
2023 Q2	$216K	Buy	+9,400	New	+$214K	0.18%	48

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

MTM Financial Group's IBHE Position: Q2 2025 in Review

MTM Financial Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 12,375 shares — an estimated $288K sold.

MTM Financial Group first reported a position in IBHE in Q2 2023 and held it in 8 quarters. The position peaked at $401K in Q2 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

MTM Financial Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
MTM Financial Group sold 12,375 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $288K.
MTM Financial Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2023 and held it in 8 quarters.
MTM Financial Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $401K in Q2 2024.
149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on MTM Financial Group's 13F filing for Q2 2025, filed 23 Jun 2026.