SNWA
IBHE

Siligmueller & Norvid Wealth Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$386K Buy
+16,640
New +$386K 0.17% 101

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IBHE Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025: 16,640 shares worth $386K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 16,640 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $386K as of Q3 2025.
  • iShares iBonds 2025 Term High Yield and Income ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.17% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #101 holding.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.