Valley National Advisers’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,231
| Closed | -$75K | – | 925 |
|
|
2025
Q3 | $75K | Hold |
3,231
| – | – | 0.01% | 340 |
|
|
2025
Q2 | $75K | Hold |
3,231
| – | – | 0.01% | 335 |
|
|
2025
Q1 | $75K | Buy |
3,231
+35
| +1% | +$813 | 0.01% | 333 |
|
|
2024
Q4 | $74K | Hold |
3,196
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $74K | Sell |
3,196
-7,303
| -70% | -$169K | 0.01% | 313 |
|
|
2024
Q2 | $244K | Sell |
10,499
-1,941
| -16% | -$45.2K | 0.04% | 220 |
|
|
2024
Q1 | $290K | Sell |
12,440
-4,051
| -25% | -$94.2K | 0.04% | 214 |
|
|
2023
Q4 | $380K | Sell |
16,491
-957
| -5% | -$21.9K | 0.06% | 184 |
|
|
2023
Q3 | $400K | Buy |
17,448
+126
| +0.7% | +$2.89K | 0.07% | 182 |
|
|
2023
Q2 | $399K | Buy |
17,322
+158
| +0.9% | +$3.6K | 0.07% | 189 |
|
|
2023
Q1 | $393K | Sell |
17,164
-54
| -0.3% | -$1.23K | 0.07% | 191 |
|
|
2022
Q4 | $394K | Buy |
17,218
+1,954
| +13% | +$44K | 0.07% | 187 |
|
|
2022
Q3 | $342K | Buy |
15,264
+1,247
| +9% | +$28.5K | 0.07% | 195 |
|
|
2022
Q2 | $316K | Buy |
14,017
+1,246
| +10% | +$29K | 0.07% | 187 |
|
|
2022
Q1 | $308K | Buy |
12,771
+76
| +0.6% | +$1.85K | 0.06% | 194 |
|
|
2021
Q4 | $315K | Buy |
12,695
+143
| +1% | +$3.55K | 0.06% | 191 |
|
|
2021
Q3 | $314K | Buy |
12,552
+103
| +0.8% | +$2.58K | 0.06% | 188 |
|
|
2021
Q2 | $314K | Buy |
12,449
+110
| +0.9% | +$2.76K | 0.06% | 186 |
|
|
2021
Q1 | $310K | Sell |
12,339
-52
| -0.4% | -$1.3K | 0.06% | 180 |
|
|
2020
Q4 | $309K | Buy |
12,391
+10,860
| +709% | +$267K | 0.06% | 174 |
|
|
2020
Q3 | $37K | Buy |
+1,531
| New | +$36.9K | 0.01% | 311 |
|
Other funds holding IBHE
Valley National Advisers's IBHE Position: Q4 2025 in Review
Valley National Advisers sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 3,231 shares — an estimated $75K sold.
Valley National Advisers first reported a position in IBHE in Q3 2020 and held it in 21 quarters. The position peaked at $400K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.
- Valley National Advisers reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
- Valley National Advisers sold 3,231 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $75K.
- Valley National Advisers first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2020 and held it in 21 quarters.
- Valley National Advisers's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $400K in Q3 2023.
- 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.
Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.