TWP
IBHE

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

Tempus Wealth Planning’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
-11,619
Closed -$270K – 281
2025
Q3 		$270K Sell
11,619
-1,774
-13% -$41.1K 0.06% 237
2025
Q2 		$311K Buy
13,393
+30
+0.2% +$696 0.08% 206
2025
Q1 		$311K Sell
13,363
-2,695
-17% -$62.6K 0.09% 197
2024
Q4 		$373K Sell
16,058
-7,005
-30% -$163K 0.11% 169
2024
Q3 		$537K Buy
+23,063
New +$535K 0.2% 120

Other funds holding IBHE

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

Tempus Wealth Planning's IBHE Position: Q4 2025 in Review

Tempus Wealth Planning sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,619 shares — an estimated $270K sold.

Tempus Wealth Planning first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $537K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Tempus Wealth Planning reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 11,619 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $270K.
  • Tempus Wealth Planning first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
  • Tempus Wealth Planning's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $537K 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 Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.