VWA
IBHE

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

VSM Wealth Advisory’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
-378
Closed -$8.78K – 474
2025
Q3 		$8.78K Hold
378
– – ﹤0.01% 351
2025
Q2 		$8.79K Hold
378
– – ﹤0.01% 391
2025
Q1 		$8.79K Hold
378
– – ﹤0.01% 368
2024
Q4 		$8.77K Buy
+378
New +$8.77K ﹤0.01% 358

Other funds holding IBHE

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

VSM Wealth Advisory's IBHE Position: Q4 2025 in Review

VSM Wealth Advisory sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 378 shares — an estimated $8.78K sold.

VSM Wealth Advisory first reported a position in IBHE in Q4 2024 and held it in 4 quarters. The position peaked at $8.79K in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • VSM Wealth Advisory reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 378 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $8.78K.
  • VSM Wealth Advisory first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 4 quarters.
  • VSM Wealth Advisory's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $8.79K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.