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IBHE

iShares iBonds 2025 Term High Yield and Income ETF

Delisted

IBHE was delisted on the 15th of December, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$661K +$103K +4,519 +19%
PFM
27
Phillips Financial Management
Indiana
$603K +$479 +21 +0.1%
TFS
28
Thoroughbred Financial Services
Tennessee
$544K +$87.2K +3,828 +19%
WI
29
WrapManager Inc
California
$536K -$2.98K -131 -0.6%
SWP
30
Summit Wealth Partners
Florida
$476K +$71.2K +3,126 +18%
SS
31
Sunbelt Securities
Texas
$446K -$5.7K -250 -1%
RJA
32
Raymond James & Associates
Florida
$405K +$13.4K +586 +3%
VNA
33
Valley National Advisers
Pennsylvania
$399K +$3.6K +158 +0.9%
LNC
34
Lincoln National Corp
Pennsylvania
$384K +$70.8K +3,109 +23%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$325K +$61.1K +2,681 +23%
SL
36
Sentinus LLC
Illinois
$307K -$85.5K -3,752 -22%
LIA
37
LBMC Investment Advisors
Tennessee
$277K
Osaic Holdings
38
Osaic Holdings
Arizona
$266K -$10.5M -458,759 -98%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$251K +$39.1K +1,717 +19%
BFA
40
BBJS Financial Advisors
Washington
$248K +$23 +1 +0%
WCM
41
Windsor Capital Management
Arizona
$241K
HL
42
HeadInvest LLC
Maine
$232K
FWM
43
Fairhaven Wealth Management
Illinois
$225K +$223K +9,776 New
MFG
44
MTM Financial Group
Pennsylvania
$216K +$214K +9,400 New
DE
45
Day & Ennis
Georgia
$203K +$201K +8,806 New
GRP
46
Global Retirement Partners
California
$88.7K +$456 +20 +0.5%
NSIM
47
North Star Investment Management
Illinois
$85.1K
SF
48
Safeguard Financial
Wisconsin
$77K +$77.1K +3,383 New
FFA
49
Farther Finance Advisors
California
$56.2K +$23.6K +1,035 +73%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$55.6K +$1.98K +87 +4%