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

Physician Wealth 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	-1,000	Closed	-$23.2K	–	2091
2025 Q3	$23.2K	Hold	1,000	–	–	﹤0.01%	539
2025 Q2	$23.3K	Buy	+1,000	New	+$23.2K	﹤0.01%	484

Other funds holding IBHE

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

Physician Wealth Advisors's IBHE Position: Q4 2025 in Review

Physician Wealth Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 1,000 shares — an estimated $23.2K sold.

Physician Wealth Advisors first reported a position in IBHE in Q2 2025 and held it in 2 quarters. The position peaked at $23.3K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Physician Wealth Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 1,000 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $23.2K.
Physician Wealth Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $23.3K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.