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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
IA
26
IFP Advisors
Florida
$1.36M +$29.9K +1,304 +2%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.3M +$379K +16,545 +41%
SPWM
28
Straight Path Wealth Management
Michigan
$1.23M +$358K +15,615 +42%
PFM
29
Phillips Financial Management
Indiana
$1.16M +$545K +23,781 +91%
NL
30
NWAM LLC
Washington
$1.1M +$1.09M +47,689 New
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$1.07M +$25.5K +1,114 +2%
SCM
32
Steele Capital Management
Iowa
$1.05M +$1.04M +45,581 New
IF
33
Ironwood Financial
Arizona
$984K +$228K +9,938 +30%
RJA
34
Raymond James & Associates
Florida
$906K +$510K +22,272 +132%
WRPWM
35
Werba Rubin Papier Wealth Management
California
$792K +$29.8K +1,301 +4%
WI
36
WrapManager Inc
California
$666K +$89.3K +3,898 +16%
KPWS
37
Kestra Private Wealth Services
Texas
$624K +$619K +27,010 New
WP
38
WealthSource Partners
California
$584K +$579K +25,294 New
SWP
39
Summit Wealth Partners
Florida
$582K +$92.1K +4,020 +19%
GLR
40
Great Lakes Retirement
Ohio
$579K +$574K +25,077 New
TFS
41
Thoroughbred Financial Services
Tennessee
$563K -$45.8K -1,998 -8%
HCM
42
Howland Capital Management
Massachusetts
$541K -$29.8K -1,300 -5%
SS
43
Sunbelt Securities
Texas
$448K
SWA
44
Sightline Wealth Advisors
Connecticut
$418K +$147K +6,412 +55%
VNA
45
Valley National Advisers
Pennsylvania
$380K -$21.9K -957 -5%
LNC
46
Lincoln National Corp
Pennsylvania
$374K -$5.86K -256 -2%
KFAA
47
Klaas Financial Asset Advisors
Illinois
$358K -$26.6K -1,162 -7%
AC
48
Adroit Compliance
$358K +$355K +15,519 New
LIA
49
LBMC Investment Advisors
Tennessee
$331K +$1.26K +55 +0.4%
Creative Planning
50
Creative Planning
Kansas
$327K +$325K +14,171 New