SWP
IBHE

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

Summit 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
-9,947
Closed -$231K – 211
2025
Q3 		$231K Sell
9,947
-1,729
-15% -$40.1K 0.04% 197
2025
Q2 		$272K Sell
11,676
-3,968
-25% -$92K 0.05% 187
2025
Q1 		$364K Sell
15,644
-7,791
-33% -$181K 0.07% 153
2024
Q4 		$544K Sell
23,435
-423
-2% -$9.82K 0.11% 118
2024
Q3 		$556K Buy
23,858
+54
+0.2% +$1.25K 0.11% 132
2024
Q2 		$554K Sell
23,804
-1,444
-6% -$33.6K 0.12% 128
2024
Q1 		$590K Buy
25,248
+35
+0.1% +$814 0.13% 115
2023
Q4 		$582K Buy
25,213
+4,020
+19% +$92.1K 0.14% 107
2023
Q3 		$486K Buy
21,193
+510
+2% +$11.7K 0.12% 111
2023
Q2 		$476K Buy
20,683
+3,126
+18% +$71.2K 0.12% 108
2023
Q1 		$402K Buy
17,557
+3,523
+25% +$80.3K 0.1% 122
2022
Q4 		$316K Buy
+14,034
New +$316K 0.08% 141

Other funds holding IBHE

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

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

Summit Wealth Partners sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 9,947 shares — an estimated $231K sold.

Summit Wealth Partners first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $590K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Summit 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.
  • Summit Wealth Partners sold 9,947 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $231K.
  • Summit Wealth Partners first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Summit Wealth Partners's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $590K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.