PFM
IBHE

Phillips Financial Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Phillips Financial 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
-65,432
Closed -$1.52M – 316
2025
Q3 		$1.52M Buy
65,432
+20,000
+44% +$464K 0.1% 96
2025
Q2 		$1.06M Hold
45,432
– – 0.08% 105
2025
Q1 		$1.06M Hold
45,432
– – 0.08% 104
2024
Q4 		$1.05M Hold
45,432
– – 0.08% 103
2024
Q3 		$1.06M Hold
45,432
– – 0.08% 108
2024
Q2 		$1.06M Sell
45,432
-15,000
-25% -$349K 0.09% 107
2024
Q1 		$1.41M Buy
60,432
+10,432
+21% +$243K 0.12% 93
2023
Q4 		$1.16M Buy
50,000
+23,781
+91% +$545K 0.1% 101
2023
Q3 		$601K Buy
26,219
+23
+0.1% +$527 0.06% 121
2023
Q2 		$603K Buy
26,196
+21
+0.1% +$479 0.06% 122
2023
Q1 		$600K Buy
+26,175
New +$597K 0.06% 118

Other funds holding IBHE

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

Phillips Financial Management's IBHE Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 65,432 shares — an estimated $1.52M sold.

Phillips Financial Management first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $1.52M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 65,432 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.52M.
  • Phillips Financial Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Phillips Financial Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.52M 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 Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.