SWIG
IBHE

Strategic Wealth Investment Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Strategic Wealth Investment Group’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 		– Sell
-18
Closed -$419 – 158
2025
Q2 		$419 Buy
+18
New +$417 ﹤0.01% 138

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 $1.12B AUM 24.16% 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

Strategic Wealth Investment Group's IBHE Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 18 shares — an estimated $419 sold.

Strategic Wealth Investment Group first reported a position in IBHE in Q2 2025 and held it in 1 quarter. The position peaked at $419 in Q2 2025. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 18 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $419.
  • Strategic Wealth Investment Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $419 in Q2 2025.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.