PFG Private Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

PFG Private Wealth 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 Q2	–	Sell	-3,109	Closed	-$72.3K	–	139
2025 Q1	$72.3K	Sell	3,109 -283,370	-99%	-$6.58M	0.04%	86
2024 Q4	$6.65M	Buy	286,479 +17,633	+7%	+$409K	3.78%	11
2024 Q3	$6.26M	Buy	268,846 +5,202	+2%	+$121K	3.63%	15
2024 Q2	$6.14M	Buy	263,644 +12,437	+5%	+$289K	3.72%	13
2024 Q1	$5.87M	Buy	+251,207	New	+$5.84M	3.7%	12
2022 Q2	–	Sell	-1,000	Closed	-$24K	–	318
2022 Q1	$24K	Hold	1,000	–	–	0.01%	173
2021 Q4	$25K	Hold	1,000	–	–	0.01%	175
2021 Q3	$25K	Buy	+1,000	New	+$25K	0.01%	167

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

PFG Private Wealth Management's IBHE Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 3,109 shares — an estimated $72.3K sold.

PFG Private Wealth Management first reported a position in IBHE in Q3 2021 and held it in 8 quarters. The position peaked at $6.65M in Q4 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

PFG Private Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 3,109 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $72.3K.
PFG Private Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2021 and held it in 8 quarters.
PFG Private Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $6.65M in Q4 2024.
149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.