Stone House Investment Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Stone House Investment 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	-1,975	Closed	-$45.9K	–	895
2025 Q3	$45.9K	Hold	1,975	–	–	0.01%	157
2025 Q2	$45.9K	Sell	1,975 -175	-8%	-$4.06K	0.01%	157
2025 Q1	$50K	Buy	+2,150	New	+$49.9K	0.01%	147
2024 Q4	–	Sell	-2,150	Closed	-$50.1K	–	193
2024 Q3	$50.1K	Buy	2,150 +414	+24%	+$9.61K	0.01%	122
2024 Q2	$40.4K	Buy	1,736 +1,306	+304%	+$30.4K	0.01%	143
2024 Q1	$10.1K	Buy	+430	New	+$10K	﹤0.01%	230

Other funds holding IBHE

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

Stone House Investment Management's IBHE Position: Q4 2025 in Review

Stone House Investment Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 1,975 shares — an estimated $45.9K sold.

Stone House Investment Management first reported a position in IBHE in Q1 2024 and held it in 6 quarters. The position peaked at $50.1K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Stone House Investment Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Stone House Investment Management sold 1,975 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $45.9K.
Stone House Investment Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
Stone House Investment Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $50.1K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.