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

PSI 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 Q2	–	Sell	-695	Closed	-$16.2K	–	354
2025 Q1	$16.2K	Hold	695	–	–	0.01%	393
2024 Q4	$16.1K	Hold	695	–	–	﹤0.01%	455
2024 Q3	$16.2K	Sell	695 -108	-13%	-$2.51K	﹤0.01%	459
2024 Q2	$18.7K	Buy	+803	New	+$18.7K	0.01%	416

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

PSI Advisors's IBHE Position: Q2 2025 in Review

PSI Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 695 shares — an estimated $16.2K sold.

PSI Advisors first reported a position in IBHE in Q2 2024 and held it in 4 quarters. The position peaked at $18.7K in Q2 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

PSI Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 695 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $16.2K.
PSI Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and held it in 4 quarters.
PSI Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $18.7K in Q2 2024.
149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.