NSIM
IBHE

North Star Investment Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

North Star Investment Management’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
-2,700
Closed -$62.7K – 1589
2025
Q3 		$62.7K Hold
2,700
– – ﹤0.01% 612
2025
Q2 		$62.8K Hold
2,700
– – ﹤0.01% 594
2025
Q1 		$62.7K Hold
2,700
– – ﹤0.01% 576
2024
Q4 		$62.6K Hold
2,700
– – ﹤0.01% 583
2024
Q3 		$62.9K Hold
2,700
– – ﹤0.01% 569
2024
Q2 		$62.8K Hold
2,700
– – ﹤0.01% 564
2024
Q1 		$63.1K Buy
2,700
+1,000
+59% +$23.2K ﹤0.01% 576
2023
Q4 		$39.3K Hold
1,700
– – ﹤0.01% 628
2023
Q3 		$39K Sell
1,700
-2,000
-54% -$45.8K ﹤0.01% 634
2023
Q2 		$85.1K Hold
3,700
– – 0.01% 524
2023
Q1 		$84.8K Buy
+3,700
New +$84.3K 0.01% 536

Other funds holding IBHE

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

North Star Investment Management's IBHE Position: Q4 2025 in Review

North Star Investment Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 2,700 shares — an estimated $62.7K sold.

North Star Investment Management first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $85.1K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • North Star Investment Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 2,700 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $62.7K.
  • North Star Investment Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • North Star Investment Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $85.1K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.