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

Savant Capital’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	-26,853	Closed	-$624K	–	1395
2025 Q3	$624K	Sell	26,853 -4,288	-14%	-$99.4K	﹤0.01%	718
2025 Q2	$724K	Hold	31,141	–	–	0.01%	623
2025 Q1	$724K	Buy	31,141 +7,630	+32%	+$177K	0.01%	569
2024 Q4	$545K	Buy	23,511 +2,407	+11%	+$55.9K	﹤0.01%	857
2024 Q3	$492K	Buy	+21,104	New	+$490K	﹤0.01%	874

Other funds holding IBHE

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

Savant Capital's IBHE Position: Q4 2025 in Review

Savant Capital sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 26,853 shares — an estimated $624K sold.

Savant Capital first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $724K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Savant Capital reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Savant Capital sold 26,853 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $624K.
Savant Capital first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
Savant Capital's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $724K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.