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IBHE

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

NewEdge 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
-32,596
Closed -$757K – 4300
2025
Q3 		$757K Buy
32,596
+377
+1% +$8.74K ﹤0.01% 1577
2025
Q2 		$749K Sell
32,219
-12,033
-27% -$279K ﹤0.01% 1446
2025
Q1 		$1.03M Sell
44,252
-39,964
-47% -$928K 0.01% 1176
2024
Q4 		$1.95M Buy
84,216
+6,596
+8% +$153K 0.01% 838
2024
Q3 		$1.81M Sell
77,620
-10,037
-11% -$233K 0.01% 835
2024
Q2 		$2.04M Sell
87,657
-44,981
-34% -$1.05M 0.01% 740
2024
Q1 		$3.1M Sell
132,638
-8,470
-6% -$197K 0.03% 537
2023
Q4 		$3.27M Sell
141,108
-4,020
-3% -$92.1K 0.03% 486
2023
Q3 		$3.33M Buy
145,128
+44,324
+44% +$1.02M 0.04% 424
2023
Q2 		$2.32M Buy
100,804
+70,358
+231% +$1.6M 0.03% 539
2023
Q1 		$698K Buy
30,446
+3,526
+13% +$80.4K 0.01% 965
2022
Q4 		$606 Buy
+26,920
New +$606K ﹤0.01% 3138

Other funds holding IBHE

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

NewEdge Advisors's IBHE Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 32,596 shares — an estimated $757K sold.

NewEdge Advisors first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $3.33M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • NewEdge Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 32,596 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $757K.
  • NewEdge Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.33M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.