MA
IBHE

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

Mutual 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
-8,780
Closed -$204K – 1312
2025
Q3 		$204K Sell
8,780
-7,465
-46% -$173K ﹤0.01% 1225
2025
Q2 		$377K Buy
16,245
+1,551
+11% +$36K 0.01% 899
2025
Q1 		$341K Sell
14,694
-2,202
-13% -$51.2K 0.01% 857
2024
Q4 		$392K Sell
16,896
-235,581
-93% -$5.47M 0.01% 790
2024
Q3 		$5.87M Buy
252,477
+10,279
+4% +$239K 0.17% 110
2024
Q2 		$5.62M Buy
242,198
+21,641
+10% +$504K 0.17% 126
2024
Q1 		$5.16M Buy
220,557
+35,049
+19% +$815K 0.17% 126
2023
Q4 		$4.29M Buy
185,508
+19,983
+12% +$458K 0.15% 148
2023
Q3 		$3.8M Buy
165,525
+2,309
+1% +$52.9K 0.15% 141
2023
Q2 		$3.75M Buy
163,216
+21,783
+15% +$496K 0.14% 149
2023
Q1 		$3.24M Buy
141,433
+13,256
+10% +$302K 0.13% 164
2022
Q4 		$2.89M Buy
+128,177
New +$2.89M 0.13% 168

Other funds holding IBHE

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

Mutual Advisors's IBHE Position: Q4 2025 in Review

Mutual Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 8,780 shares — an estimated $204K sold.

Mutual Advisors first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $5.87M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Mutual Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 8,780 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $204K.
  • Mutual Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Mutual Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $5.87M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.