PFA
IBHE

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

Pure Financial 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
-11,461
Closed -$266K – 552
2025
Q3 		$266K Buy
11,461
+254
+2% +$5.89K ﹤0.01% 421
2025
Q2 		$261K Buy
+11,207
New +$260K ﹤0.01% 404

Other funds holding IBHE

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

Pure Financial Advisors's IBHE Position: Q4 2025 in Review

Pure Financial Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,461 shares — an estimated $266K sold.

Pure Financial Advisors first reported a position in IBHE in Q2 2025 and held it in 2 quarters. The position peaked at $266K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Pure Financial Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 11,461 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $266K.
  • Pure Financial Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
  • Pure Financial Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $266K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.