Thoroughbred Financial Services’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Thoroughbred Financial Services’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 Q1	–	Sell	-12,938	Closed	-$300K	–	703
2024 Q4	$300K	Sell	12,938 -3,105	-19%	-$72.1K	0.02%	535
2024 Q3	$373K	Sell	16,043 -8,315	-34%	-$193K	0.02%	470
2024 Q2	$566K	Buy	24,358 +1,124	+5%	+$26.2K	0.04%	364
2024 Q1	$543K	Sell	23,234 -1,180	-5%	-$27.4K	0.05%	280
2023 Q4	$563K	Sell	24,414 -1,998	-8%	-$45.8K	0.05%	335
2023 Q3	$605K	Buy	26,412 +2,744	+12%	+$62.9K	0.06%	294
2023 Q2	$544K	Buy	23,668 +3,828	+19%	+$87.2K	0.07%	246
2023 Q1	$454K	Sell	19,840 -100	-0.5%	-$2.28K	0.07%	253
2022 Q4	$448K	Buy	+19,940	New	+$449K	0.07%	250

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Thoroughbred Financial Services's IBHE Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2025, closing a stake of 12,938 shares — an estimated $300K sold.

Thoroughbred Financial Services first reported a position in IBHE in Q4 2022 and held it in 9 quarters. The position peaked at $605K in Q3 2023. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

Thoroughbred Financial Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 12,938 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $300K.
Thoroughbred Financial Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 9 quarters.
Thoroughbred Financial Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $605K in Q3 2023.
148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.