PGAM
IBHE

Princeton Global Asset Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Princeton Global Asset 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
Q3 		– Sell
-1,342
Closed -$31.2K – 773
2025
Q2 		$31.2K Buy
1,342
+17
+1% +$394 0.01% 377
2025
Q1 		$30.8K Buy
1,325
+13
+1% +$302 0.01% 352
2024
Q4 		$30.4K Buy
1,312
+27
+2% +$627 0.01% 376
2024
Q3 		$29.9K Buy
1,285
+23
+2% +$534 0.01% 378
2024
Q2 		$29.4K Buy
1,262
+22
+2% +$512 0.01% 353
2024
Q1 		$29K Buy
+1,240
New +$28.8K 0.01% 324

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 $1.12B AUM 24.16% 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

Princeton Global Asset Management's IBHE Position: Q3 2025 in Review

Princeton Global Asset Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 1,342 shares — an estimated $31.2K sold.

Princeton Global Asset Management first reported a position in IBHE in Q1 2024 and held it in 6 quarters. The position peaked at $31.2K in Q2 2025. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Princeton Global Asset Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 1,342 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $31.2K.
  • Princeton Global Asset Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
  • Princeton Global Asset Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $31.2K 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 Princeton Global Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.