SS
IBHE

Sunbelt Securities’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Sunbelt Securities’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
-13,750
Closed -$319K – 2860
2025
Q3 		$319K Sell
13,750
-5,675
-29% -$132K 0.02% 514
2025
Q2 		$451K Buy
19,425
+4,700
+32% +$109K 0.04% 372
2025
Q1 		$342K Sell
14,725
-4,700
-24% -$109K 0.03% 416
2024
Q4 		$450K Sell
19,425
-1,052
-5% -$24.4K 0.04% 374
2024
Q3 		$477K Sell
20,477
-1,713
-8% -$39.7K 0.05% 372
2024
Q2 		$516K Buy
22,190
+2,000
+10% +$46.5K 0.05% 330
2024
Q1 		$472K Buy
20,190
+788
+4% +$18.3K 0.05% 339
2023
Q4 		$448K Hold
19,402
– – 0.06% 332
2023
Q3 		$445K Hold
19,402
– – 0.06% 304
2023
Q2 		$446K Sell
19,402
-250
-1% -$5.7K 0.06% 301
2023
Q1 		$448K Sell
19,652
-800
-4% -$18.2K 0.07% 270
2022
Q4 		$460K Buy
+20,452
New +$461K 0.09% 257

Other funds holding IBHE

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

Sunbelt Securities's IBHE Position: Q4 2025 in Review

Sunbelt Securities sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 13,750 shares — an estimated $319K sold.

Sunbelt Securities first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $516K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Sunbelt Securities reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 13,750 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $319K.
  • Sunbelt Securities first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Sunbelt Securities's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $516K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.