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 $4.82B AUM 20.19% 1-Year Est. Return