WIA
IBHE

World Investment Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

World Investment Advisors’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
-14,400
Closed -$334K – 1505
2025
Q3 		$334K Hold
14,400
– – 0.01% 944
2025
Q2 		$335K Hold
14,400
– – 0.01% 877
2025
Q1 		$335K Hold
14,400
– – 0.01% 833
2024
Q4 		$334K Hold
14,400
– – 0.01% 784
2024
Q3 		$336K Buy
+14,400
New +$334K 0.01% 703

Other funds holding IBHE

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

World Investment Advisors's IBHE Position: Q4 2025 in Review

World Investment Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 14,400 shares — an estimated $334K sold.

World Investment Advisors first reported a position in IBHE in Q3 2024 and held it in 5 quarters. The position peaked at $336K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • World Investment Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 14,400 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $334K.
  • World Investment Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 5 quarters.
  • World Investment Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $336K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.