OIA
IBHE

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

OneDigital Investment 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
-875,077
Closed -$20.3M – 1549
2025
Q3 		$20.3M Buy
875,077
+3,203
+0.4% +$74.3K 0.21% 102
2025
Q2 		$20.3M Buy
871,874
+38,773
+5% +$899K 0.23% 94
2025
Q1 		$19.4M Buy
833,101
+24,282
+3% +$564K 0.23% 91
2024
Q4 		$18.8M Buy
808,819
+782,999
+3,033% +$18.2M 0.22% 88
2024
Q3 		$602K Buy
25,820
+27
+0.1% +$627 0.01% 863
2024
Q2 		$600K Buy
+25,793
New +$600K 0.01% 823

Other funds holding IBHE

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

OneDigital Investment Advisors's IBHE Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 875,077 shares — an estimated $20.3M sold.

OneDigital Investment Advisors first reported a position in IBHE in Q2 2024 and held it in 6 quarters. The position peaked at $20.3M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 875,077 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $20.3M.
  • OneDigital Investment Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 6 quarters.
  • OneDigital Investment Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $20.3M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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