P
IBHE

&Partners’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

&Partners’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
Q3 		– Sell
-12,212
Closed -$284K – 2151
2025
Q2 		$284K Buy
+12,212
New +$283K ﹤0.01% 1651

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

&Partners's IBHE Position: Q3 2025 in Review

&Partners sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 12,212 shares — an estimated $284K sold.

&Partners first reported a position in IBHE in Q2 2025 and held it in 1 quarter. The position peaked at $284K in Q2 2025. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • &Partners reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 12,212 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $284K.
  • &Partners first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 1 quarter.
  • &Partners's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $284K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.