NEPWA
IBHE

New England Private Wealth Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

New England Private Wealth 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
-12,120
Closed -$281K – 185
2025
Q3 		$281K Sell
12,120
-22,786
-65% -$528K 0.04% 154
2025
Q2 		$811K Buy
34,906
+390
+1% +$9.04K 0.12% 93
2025
Q1 		$802K Sell
34,516
-1,503
-4% -$34.9K 0.12% 87
2024
Q4 		$836K Buy
36,019
+546
+2% +$12.7K 0.13% 88
2024
Q3 		$827K Buy
35,473
+458
+1% +$10.6K 0.13% 85
2024
Q2 		$815K Buy
35,015
+625
+2% +$14.5K 0.14% 84
2024
Q1 		$801K Sell
34,390
-11,728
-25% -$273K 0.14% 83
2023
Q4 		$1.07M Buy
46,118
+1,114
+2% +$25.5K 0.2% 73
2023
Q3 		$1.03M Buy
45,004
+818
+2% +$18.7K 0.22% 70
2023
Q2 		$1.02M Buy
44,186
+785
+2% +$17.9K 0.21% 67
2023
Q1 		$994K Buy
+43,401
New +$989K 0.2% 63

Other funds holding IBHE

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

New England Private Wealth Advisors's IBHE Position: Q4 2025 in Review

New England Private Wealth Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 12,120 shares — an estimated $281K sold.

New England Private Wealth Advisors first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $1.07M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • New England Private Wealth Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 12,120 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $281K.
  • New England Private Wealth Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • New England Private Wealth Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.07M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on New England Private Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.