SFS
IBHE

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

Sowell Financial Services’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
-67,063
Closed -$1.56M – 1141
2025
Q3 		$1.56M Sell
67,063
-7,746
-10% -$180K 0.06% 330
2025
Q2 		$1.74M Buy
74,809
+752
+1% +$17.4K 0.07% 294
2025
Q1 		$1.72M Buy
74,057
+13,615
+23% +$316K 0.08% 270
2024
Q4 		$1.4M Buy
60,442
+12,960
+27% +$301K 0.07% 262
2024
Q3 		$1.11M Buy
+47,482
New +$1.1M 0.05% 326

Other funds holding IBHE

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

Sowell Financial Services's IBHE Position: Q4 2025 in Review

Sowell Financial Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 67,063 shares — an estimated $1.56M sold.

Sowell Financial Services first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $1.74M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Sowell Financial Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 67,063 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.56M.
  • Sowell Financial Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
  • Sowell Financial Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.74M 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 Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.