Tyler-Stone Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$2.8M	Sell	120,522 -14,472	-11%	-$336K	0.45%	49
2025 Q1	$3.14M	Sell	134,994 -10,319	-7%	-$240K	0.56%	40
2024 Q4	$3.37M	Sell	145,313 -5,002	-3%	-$116K	0.6%	40
2024 Q3	$3.5M	Buy	150,315 +74,687	+99%	+$1.73M	0.66%	33
2024 Q2	$1.76M	Sell	75,628 -906	-1%	-$21.1K	0.72%	29
2024 Q1	$1.79M	Sell	76,534 -19,193	-20%	-$446K	0.79%	28
2023 Q4	$2.21M	Buy	95,727 +1,273	+1%	+$29.2K	1.11%	18
2023 Q3	$2.17M	Sell	94,454 -1,617	-2%	-$37.1K	1.24%	18
2023 Q2	$2.21M	Buy	+96,071	New	+$2.19M	1.25%	17
2022 Q4	$1.84M	Buy	81,691 +46,651	+133%	+$1.05M	1.25%	19
2022 Q3	$777K	Buy	+35,040	New	+$800K	0.59%	35

Other funds holding IBHE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAWAG

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

SWM

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

Tyler-Stone Wealth Management's IBHE Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 11% in Q2 2025, selling an estimated $336K and leaving 120,522 shares worth $2.8M. The position accounts for 0.45% of the portfolio, ranked #49.

Tyler-Stone Wealth Management first reported a position in IBHE in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.5M in Q3 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

Tyler-Stone Wealth Management held 120,522 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $2.8M as of Q2 2025.
Tyler-Stone Wealth Management sold 14,472 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $336K.
iShares iBonds 2025 Term High Yield and Income ETF made up 0.45% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #49 holding.
Tyler-Stone Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2022 and has held it in 11 quarters since.
Tyler-Stone Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.5M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.