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IBHE

NWAM LLC’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

NWAM LLC’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
-24,319
Closed -$564K – 651
2025
Q3 		$564K Sell
24,319
-1,461
-6% -$33.9K 0.03% 388
2025
Q2 		$599K Sell
25,780
-38,100
-60% -$884K 0.03% 352
2025
Q1 		$1.48M Sell
63,880
-20,069
-24% -$466K 0.13% 152
2024
Q4 		$1.95M Sell
83,949
-1,584
-2% -$36.8K 0.12% 170
2024
Q3 		$1.99M Buy
85,533
+169
+0.2% +$3.92K 0.12% 167
2024
Q2 		$1.99M Buy
85,364
+71,967
+537% +$1.67M 0.58% 32
2024
Q1 		$312K Sell
13,397
-34,292
-72% -$797K 0.03% 424
2023
Q4 		$1.1M Buy
+47,689
New +$1.09M 0.09% 214

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NWAM LLC's IBHE Position: Q4 2025 in Review

NWAM LLC sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 24,319 shares — an estimated $564K sold.

NWAM LLC first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $1.99M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • NWAM LLC reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 24,319 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $564K.
  • NWAM LLC first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • NWAM LLC's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.99M 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 NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.