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

Rebalance’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	-46,528	Closed	-$1.08M	–	108
2025 Q3	$1.08M	Buy	46,528 +3,144	+7%	+$72.9K	0.07%	63
2025 Q2	$1.01M	Buy	43,384 +412	+1%	+$9.55K	0.07%	61
2025 Q1	$999K	Sell	42,972 -2,068	-5%	-$48K	0.07%	57
2024 Q4	$1.04M	Buy	45,040 +23,361	+108%	+$542K	0.08%	50
2024 Q3	$505K	Buy	+21,679	New	+$503K	0.04%	69

Other funds holding IBHE

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

Rebalance's IBHE Position: Q4 2025 in Review

Rebalance sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 46,528 shares — an estimated $1.08M sold.

Rebalance first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $1.08M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Rebalance reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Rebalance sold 46,528 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.08M.
Rebalance first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
Rebalance's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.08M 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 Rebalance's 13F filing for Q4 2025, filed 15 Jan 2026.