WP
IBHE

WealthSource Partners’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

WealthSource Partners’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
2023
Q4 		$584K Buy
+25,294
New +$579K 0.04% 287

Other funds holding IBHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthSource Partners's IBHE Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2023: 25,294 shares worth $584K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings.

89 funds tracked by Wall St. Rank hold IBHE as of Q4 2023.

  • WealthSource Partners held 25,294 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $584K as of Q4 2023.
  • iShares iBonds 2025 Term High Yield and Income ETF was a new WealthSource Partners position in Q4 2023.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #287 holding.
  • 89 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.