WRPWM
IBHE

Werba Rubin Papier Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Werba Rubin Papier 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
Q4 		– Sell
-32,336
Closed -$751K – 265
2025
Q3 		$751K Sell
32,336
-290
-0.9% -$6.72K 0.12% 93
2025
Q2 		$759K Sell
32,626
-6,430
-16% -$149K 0.14% 85
2025
Q1 		$908K Sell
39,056
-430
-1% -$9.99K 0.2% 73
2024
Q4 		$916K Buy
39,486
+4,911
+14% +$114K 0.22% 68
2024
Q3 		$806K Hold
34,575
– – 0.19% 75
2024
Q2 		$805K Buy
34,575
+277
+0.8% +$6.45K 0.22% 66
2024
Q1 		$802K Hold
34,298
– – 0.23% 55
2023
Q4 		$792K Buy
34,298
+1,301
+4% +$29.8K 0.27% 42
2023
Q3 		$757K Sell
32,997
-3,328
-9% -$76.3K 0.27% 48
2023
Q2 		$835K Buy
36,325
+3,328
+10% +$75.8K 0.29% 42
2023
Q1 		$756K Buy
32,997
+3,270
+11% +$74.5K 0.3% 45
2022
Q4 		$669K Buy
+29,727
New +$670K 0.28% 39

Other funds holding IBHE

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

Werba Rubin Papier Wealth Management's IBHE Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 32,336 shares — an estimated $751K sold.

Werba Rubin Papier Wealth Management first reported a position in IBHE in Q4 2022 and held it in 12 quarters. The position peaked at $916K in Q4 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Werba Rubin Papier Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 32,336 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $751K.
  • Werba Rubin Papier Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 12 quarters.
  • Werba Rubin Papier Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $916K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.