PCA
IBHE

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

Prosperity Capital 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
-32,086
Closed -$745K – 413
2025
Q3 		$745K Sell
32,086
-3,027
-9% -$70.2K 0.04% 222
2025
Q2 		$817K Sell
35,113
-1,466
-4% -$34K 0.05% 198
2025
Q1 		$847K Sell
36,579
-6,713
-16% -$156K 0.07% 175
2024
Q4 		$1M Sell
43,292
-6,688
-13% -$155K 0.08% 155
2024
Q3 		$1.16M Buy
49,980
+7,908
+19% +$183K 0.1% 143
2024
Q2 		$979K Buy
42,072
+21,176
+101% +$493K 0.11% 134
2024
Q1 		$489K Buy
20,896
+10,511
+101% +$244K 0.06% 210
2023
Q4 		$240K Buy
+10,385
New +$238K 0.03% 234

Other funds holding IBHE

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

Prosperity Capital Advisors's IBHE Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 32,086 shares — an estimated $745K sold.

Prosperity Capital Advisors first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $1.16M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 32,086 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $745K.
  • Prosperity Capital Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • Prosperity Capital Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.16M 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 Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.