Stifel Financial
IBHE

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

Stifel Financial’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
-11,783
Closed -$274K – 3624
2025
Q3 		$274K Sell
11,783
-1,972
-14% -$45.7K ﹤0.01% 3173
2025
Q2 		$320K Buy
13,755
+153
+1% +$3.55K ﹤0.01% 3016
2025
Q1 		$316K Buy
13,602
+951
+8% +$22.1K ﹤0.01% 2937
2024
Q4 		$294K Buy
+12,651
New +$294K ﹤0.01% 2973

Other funds holding IBHE

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

Stifel Financial's IBHE Position: Q4 2025 in Review

Stifel Financial sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,783 shares — an estimated $274K sold.

Stifel Financial first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Stifel Financial reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 11,783 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $274K.
  • Stifel Financial first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • Stifel Financial's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $320K 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 Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.