SWM
IBHE

Scissortail Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Scissortail Wealth Management’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
-387,581
Closed -$9M – 113
2025
Q3 		$9M Buy
387,581
+4,867
+1% +$113K 1.96% 16
2025
Q2 		$8.9M Buy
382,714
+5,014
+1% +$116K 2.14% 16
2025
Q1 		$8.78M Buy
377,700
+48,734
+15% +$1.13M 2.25% 13
2024
Q4 		$7.63M Buy
328,966
+328,540
+77,122% +$7.62M 1.95% 13
2024
Q3 		$7.5M Sell
426
-284,968
-100% -$6.61M 1.82% 15
2024
Q2 		$6.64M Buy
285,394
+7,179
+3% +$167K 1.69% 18
2024
Q1 		$6.5M Sell
278,215
-1,451
-0.5% -$33.7K 1.72% 15
2023
Q4 		$6.52M Buy
279,666
+510
+0.2% +$11.7K 2.06% 13
2023
Q3 		$6.31M Buy
279,156
+2,704
+1% +$62K 4.97% 7
2023
Q2 		$6.36M Buy
276,452
+7,407
+3% +$169K 5.21% 5
2023
Q1 		$6.16M Buy
269,045
+258,686
+2,497% +$5.9M 5.55% 5
2022
Q4 		$236K Buy
+10,359
New +$233K 0.14% 101

Other funds holding IBHE

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

Scissortail Wealth Management's IBHE Position: Q4 2025 in Review

Scissortail Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 387,581 shares — an estimated $9M sold.

Scissortail Wealth Management first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $9M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Scissortail Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 387,581 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $9M.
  • Scissortail Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Scissortail Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $9M 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 Scissortail Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.