SWP
IBHE

Stratos Wealth Partners’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Stratos Wealth Partners’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
-232,478
Closed -$5.4M – 1621
2025
Q3 		$5.4M Buy
232,478
+5,015
+2% +$116K 0.06% 298
2025
Q2 		$5.29M Buy
227,463
+11,536
+5% +$268K 0.07% 272
2025
Q1 		$5.02M Sell
215,927
-26,951
-11% -$626K 0.08% 258
2024
Q4 		$5.63M Buy
242,878
+41,598
+21% +$965K 0.08% 247
2024
Q3 		$4.69M Sell
201,280
-2,329
-1% -$54K 0.07% 283
2024
Q2 		$4.74M Buy
203,609
+192,133
+1,674% +$4.47M 0.08% 255
2024
Q1 		$268K Buy
+11,476
New +$267K ﹤0.01% 1146

Other funds holding IBHE

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

Stratos Wealth Partners's IBHE Position: Q4 2025 in Review

Stratos Wealth Partners sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 232,478 shares — an estimated $5.4M sold.

Stratos Wealth Partners first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $5.63M in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Stratos Wealth Partners reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 232,478 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $5.4M.
  • Stratos Wealth Partners first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Stratos Wealth Partners's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $5.63M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.