Raymond James Financial
IBHE

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

Raymond James Financial’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
-521,368
Closed -$12.1M – 5248
2025
Q3 		$12.1M Sell
521,368
-33,303
-6% -$772K ﹤0.01% 1772
2025
Q2 		$12.9M Sell
554,671
-403,117
-42% -$9.35M ﹤0.01% 1685
2025
Q1 		$22.3M Sell
957,788
-34,637
-3% -$805K 0.01% 1227
2024
Q4 		$23M Buy
+992,425
New +$23M 0.01% 1206

Other funds holding IBHE

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

Raymond James Financial's IBHE Position: Q4 2025 in Review

Raymond James Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 521,368 shares — an estimated $12.1M sold.

Raymond James Financial first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $23M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Raymond James Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 521,368 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $12.1M.
  • Raymond James Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $23M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.