Private Advisor Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Private Advisor Group’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	-56,935	Closed	-$1.32M	–	2692
2025 Q3	$1.32M	Sell	56,935 -64,847	-53%	-$1.5M	0.01%	1214
2025 Q2	$2.83M	Sell	121,782 -15,081	-11%	-$350K	0.02%	810
2025 Q1	$3.18M	Sell	136,863 -24,227	-15%	-$563K	0.02%	699
2024 Q4	$3.74M	Sell	161,090 -4,675	-3%	-$108K	0.02%	625
2024 Q3	$3.86M	Buy	165,765 +5,826	+4%	+$135K	0.02%	626
2024 Q2	$3.72M	Buy	159,939 +8,279	+5%	+$193K	0.03%	599
2024 Q1	$3.55M	Buy	+151,660	New	+$3.53M	0.03%	577

Other funds holding IBHE

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

Private Advisor Group's IBHE Position: Q4 2025 in Review

Private Advisor Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 56,935 shares — an estimated $1.32M sold.

Private Advisor Group first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $3.86M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Private Advisor Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Private Advisor Group sold 56,935 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.32M.
Private Advisor Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
Private Advisor Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.86M in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.