Wealth Enhancement Advisory Services
IBHE

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

Wealth Enhancement Advisory 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
Q4 		– Sell
-10,344
Closed -$239K – 3719
2025
Q3 		$239K Hold
10,344
– – ﹤0.01% 2975
2025
Q2 		$240K Hold
10,344
– – ﹤0.01% 2834
2025
Q1 		$240K Hold
10,344
– – ﹤0.01% 2596
2024
Q4 		$240K Buy
10,344
+323
+3% +$7.5K ﹤0.01% 2565
2024
Q3 		$233K Sell
10,021
-2,149
-18% -$49.9K ﹤0.01% 2349
2024
Q2 		$283K Buy
12,170
+155
+1% +$3.61K ﹤0.01% 2021
2024
Q1 		$281K Hold
12,015
– – ﹤0.01% 1965
2023
Q4 		$278K Hold
12,015
– – ﹤0.01% 1870
2023
Q3 		$275K Buy
+12,015
New +$275K ﹤0.01% 1789

Other funds holding IBHE

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

Wealth Enhancement Advisory Services's IBHE Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 10,344 shares — an estimated $239K sold.

Wealth Enhancement Advisory Services first reported a position in IBHE in Q3 2023 and held it in 9 quarters. The position peaked at $283K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,344 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $239K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $283K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.