WT
IBHE

Whittier Trust’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Whittier Trust’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
Q1 		– Sell
-271
Closed -$6.29K – 1532
2024
Q4 		$6.29K Buy
+271
New +$6.29K ﹤0.01% 1332

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Whittier Trust's IBHE Position: Q1 2025 in Review

Whittier Trust sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2025, closing a stake of 271 shares — an estimated $6.29K sold.

Whittier Trust first reported a position in IBHE in Q4 2024 and held it in 1 quarter. The position peaked at $6.29K in Q4 2024. 148 funds tracked by Wall St. Rank hold IBHE as of Q1 2025.

  • Whittier Trust reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 271 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2025, an estimated $6.29K.
  • Whittier Trust first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
  • Whittier Trust's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $6.29K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.